Tax Manager

Renowned Wealth Management Company is seeking a Tax Manager to join their team!

HYBRID! Mid $150K's + Bonus + Excellent Benefits including automatic 4 week vacation!

• Responsibilities will include:
  overseeing fiduciary tax return preparation
  
• Work on administering 1099's and tax worksheets, K-1 investments
• Experience with preparing fiduciary tax returns (Form 1041)

Primary Job Duties and Responsibilities

• Develop in-depth knowledge of the Tax Application.
• Evaluate third party CPAs to ensure they have a proper understanding of the returns they are preparing
• Ensure that required tax payments are made in a timely manner
• Ensure the timely distribution of K-1s
• Provide training on tax issues and concepts to Trust Professionals.
• Assist in reviewing potential new business for tax-related issues.
• Act as the point of contact for any IRS examinations or audits.
• Coordinate responses to notices from taxing authorities (e.g. IRS, Franchise Tax Board) .
• Review transaction data to ensure that tax coding is accurate.
• Other duties as required.

• Bachelor’s degree (Emphasis in Accounting, Finance, or Business, e preferable).
• Additional certification (i.e. MBA/CPA) strongly preferred.
• 3-5 years of fiduciary tax experience with a focus on exemplary customer service for high net-worth clients ($1MM+ level clientele).
• Experience working with ultra-high-net-worth.
• Ability to pass background check.

Desired Skills

• Strong analytical and problem-solving skills.
• Excellent organizational and time management skills.
• Outstanding verbal and written communication.
• Capacity to understand complex tax documents.
• Exceptional attention to detail.
• Ability to work under pressure and meet deadlines.
• Ability to ask for/receive feedback on work and implement changes as necessary.
• Flexible and receptive to being hands on and contributing to projects outside of your technical skill set.
• Process-thinker who actively suggests improvements to procedures and policies.
• A strong work ethic, willing to work extended hours as needed.
• Previous experience with OneSource strongly preferred.