Senior Tax Accountant

Senior Tax Accountant

Westlake Financial is the largest privately held finance company in the nation and one of the fastest-growing players in FinTech-driven lending. With over $23.5 billion in assets and $4.4 billion in annual revenue, we're not just a financial services organization; we're a technology company transforming how credit and capital flow through the digital economy. Our platforms combine automation, AI-driven analytics, and data-centric decisioning to deliver smarter, faster, and more inclusive financial solutions.

We are seeking an analytical and driven Senior Tax Accountant to support all aspects of tax compliance, reporting, and planning for a complex consolidated group of over 15 entities. The consolidated Westlake Financial group is a Partnership structure, with three subsidiaries designated as C-Corporations.

Reporting directly to the Tax Director, this position will play a key role in supporting day-to-day tax operations, ensuring compliance, improving processes, and utilizing data-driven insights to enhance tax accuracy and efficiency. The ideal candidate is detail-oriented, intellectually curious, and has experience with data query tools comfortable leveraging technology to support a high-volume, data-rich tax environment.

This is a high-growth role, with expedited job leveling to Tax Manager and beyond expected with strong performance and demonstrated leadership potential. It is an excellent opportunity for a motivated tax professional looking to advance within a fast-growing, technology-forward financial services organization.

Key Responsibilities

• Assist the Tax Director with the preparation, review, and filing of all federal, state, and local tax returns across the consolidated group.
• Support day-to-day compliance processes, ensuring timely filings and accurate reporting for partnerships, C-corporations, and disregarded entities.
• Perform detailed data analytics, reconciliations, and queries using SQL, Excel, and other data tools to support tax calculations, provision analysis, and reporting needs.
• Review partnership K-1s, 704(b) / 704(c) allocations, and other complex partnership tax items.
• Assist with the ASC 740 tax provision process, including quarterly and annual provision calculations and related disclosures.
• Collaborate with cross-functional teams (Accounting, Finance, Legal, and IT) to ensure data integrity and streamline tax data workflows.
• Support responses to IRS and state tax authority inquiries, audits, and notices.
• Contribute to process improvements and automation initiatives within the tax function, identifying opportunities to modernize systems and workflows.
• Stay current on federal, state, and local tax developments and assess potential impacts to the Company.
• Participate in special projects, including tax research, restructuring, and transaction analyses, as assigned by the Tax Director.

Knowledge, Skills, and Abilities

• Strong technical tax knowledge across federal, state, and partnership tax rules.
• Familiarity with data modeling or experience working within large ERP systems (e.g., Oracle, NetSuite, SAP) preferred.
• Experience with SQL, data queries, and Excel (XLOOKUPs, macros, pivot tables, Power Query).
• Excellent analytical, organizational, and problem-solving skills.
• Strong attention to detail and ability to work under tight deadlines.
• Effective communicator with the ability to collaborate across departments.
• Demonstrated interest in leadership and professional development, with a desire to grow into a people management role.
• Adaptable to a fast-paced, evolving environment.

Education and Credentials

• Bachelor's degree in Accounting or related field required.
• Master's degree in Taxation preferred.
• CPA or CPA candidate preferred.

Experience

• Minimum 4+ years of relevant tax experience, ideally in public accounting and/or a corporate tax department within a complex multi-entity organization.
• Experience with partnership taxation and consolidated C-corporate structures strongly preferred.
• Exposure to tax provision processes (ASC 740) and tax technology tools a plus.

Compensation Range

$100,000 $125,000 of total compensation per year The exact starting compensation will depend on a wide range of factors, including experience, skill set, education, credentials, and location.

Benefits

• Medical, Dental, and Vision benefits
• Life Insurance and Long-term disability plans
• Flexible Spending Account
• 401K matching
• Employee Stock Ownership Program in a $18.2 Billion Company, plus company matching
• Wellness Programs
• Metro Tap Card and Metro-link Reimbursement (for Los Angeles, CA employees only)
• Career Path Opportunities
• Discounts on Parks, Museums, Movie Tickets, and Attractions
• Employee Loan Assistance
• Annual Flu Shot
• Paid Vacations Days
• Paid Sick days
• Paid holidays
• HGym (available in our Los Angeles, CA & Dallas,TX office)
• Rental Car Discounts, Dell Member Purchase Program
• UKG Wallet

Acknowledgment

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

We are an equal-opportunity employer and do not unlawfully discriminate in employment. No question on this application is used for the purpose of limiting or excluding any applicant from consideration for employment on a basis prohibited by local, state, or federal law. Equal access to employment, services, and programs is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the organization.