Associate III - Corporate Income Tax

Join the People Helping People Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.

The Opportunity: The Tax Associate III will be responsible for the Income Tax function encompassing federal, state, and local compliance. Day in the Life: Perform corporate income tax function for parent company and subsidiaries consisting of federal, state, and local compliance. Includes tax provision, tax estimates, tax extensions, tax returns, and other related support. Draft concise responses to tax notices and contact various tax authorities by phone, email, and mail if needed.

Prepare work papers, tax returns, and related work products with accuracy and conformity with tax law and documentation standards. Comply with federal, state, and local requirements by studying regulations, maintaining adherence to requirements, and providing feedback to management on needed actions. Gathering and compiling financial information for the completion of tax audits and engagements. Maintain a tax calendar consisting of all tax compliance deadlines. Communicate with external tax vendors and tax specialists to ensure timely tax reporting requirements.

Work with internal business units and establish relationships to ensure the accurate and timely transfer of information. Manage workload while performing proactively with minimum supervision. Maintain professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies. Develop experience around federal and state tax laws as applies to cooperatives. Assist with other tax matters as needed including indirect tax, credits and incentives, mergers and acquisitions, etc.

Qualifications: Bachelor's degree in Accounting, finance, or equivalent business-related major required. Must have a minimum of five years of progressive tax experience including the federal, state, and local compliance of corporations and partnerships. Experience with ASC 740 Accounting for Income Taxes required. Experience with a variety of tax returns and supporting forms and schedules required. Includes forms 1120, 1065, and various state and local forms. Must have experience monitoring, researching, documenting, and applying changes in tax laws to the income tax process.

Experience with tax research software preferred. About Velera At Velera, inclusion isn’t an initiative – it’s how we work. Guided by a people‑helping‑people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote‑first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive.

Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve. Learn more about what it’s like to work at Velera. Pay Equity $67,700.00 - $86,300.00 Actual Pay will be adjusted based on experience and other job-related factors permitted by law. Great Work/Life Benefits!

Competitive wages Medical with telemedicine Dental and Vision Basic and Optional Life Insurance Paid Time Off (PTO) Maternity, Parental, Family Care Community Volunteer Time Off 12 Paid Holidays Company Paid Disability Insurance 401k (with employer match) Health Savings Accounts (HSA) with company provided contributions Flexible Spending Accounts (FSA) Supplemental Insurance Mental Health and Well-being: Employee Assistance Program (EAP) Tuition Reimbursement Wellness program Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and

conditions Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law. Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster.

Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information. Velera is an E-Verify Employer.

Review the E-Verify Poster here. For information regarding your Right To Work, please click here. This role is currently not eligible for sponsorship. As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at recruiters@velera.com for assistance. Your voice. Our velocity. Shaping a new era together.

At Velera, the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider, you’ll be part of a team committed to the long-term growth and success of financial institutions, our employees and our industry. United by Purpose Our employees are united by a people‑helping‑people purpose that guides how we show up every day. A culture rooted in taking ownership and doing what’s right has fostered long‑term dedication and earned Velera recognition for both our inclusive culture and commitment to excellence.

Your Story Shapes Our Culture Connection and recognition are core to who we are. We cultivate inclusion, celebrate employees who live our values and create meaningful opportunities for engagement that build strong relationships and a true sense of belonging across our teams. Remote by Design Our remote-first culture is built for collaboration, flexibility and connection – bringing people together in person when it matters. Flexible time off and healthy working norms support wellbeing and psychological safety, while integrity-driven leadership empowers you to do your best work.

Strength in Stability With more than 40 years of fintech innovation, Velera offers the stability of a trusted legacy with the momentum of forward‑thinking solutions. We enable thousands of financial institutions and the communities they serve through secure, leading-edge technology and partnership. Explore velera.com to learn more about how Velera is advancing our purpose of accelerating partners’ success through innovative financial technology and inspired service.

• Bachelor's degree in Accounting, Finance, or related field required.
• Minimum five years progressive tax experience with federal, state, and local compliance for corporations and partnerships.
• Experience with ASC 740, various tax returns (1120, 1065), and applying tax law changes required.