Tax Manager

Job Description

Job Description

JOB SUMMARY

Experienced tax manager to lead and manage worldwide tax functions for 100+ U.S. and foreign entities engaged in consumer products manufacturing and sales, real estate, and hospitality. Complex U.S. federal, state, and foreign tax planning and research, prepare and review of domestic and foreign corporate, partnership, and individual income tax returns, trust, estate & gift tax planning and compliance, sales & use, property, and other tax returns, coordination of in-house tax compliance function, planning, and compliance, transfer pricing, and tax examinations to minimize worldwide tax and compliance costs and risks for a closely held group of entities in a family office environment. Hands-on team player, practical, creative, detailed and analytical problem solver. Review of financial statements and tax provisions. Mentor, supervise, and train tax department employees.

Essential Duties and Responsibilities

• A successful Tax Manager in the Tax Department must spend over 90% of work time on, and satisfactorily perform, these general categories of duties, which require significant discretion and independent judgment. Responsibilities include, but are not limited to :
• Prepare and review federal, state & local income tax returns for high-net-worth individuals.
• Prepare and review foreign tax credits for high-net-worth individuals.
• Perform and review complex federal, state & local, and international individual, trust, partnership, and corporate income and estate & gift tax research and planning.
• Monitor proposed, pending, and actual changes in income, state & local, and international taxation with a view towards their impact on the affiliates and principals.
• Prepare and review tax estimates and extensions related to 100+ affiliate federal and state individual, partnership, and corporate income tax returns.
• Prepare and review detailed schedules used to prepare the affiliates' and principals’ tax returns.
• Prepare and review the affiliates' and principals’ tax returns.
• Initiate and review detailed proforma federal, state & local, and international individual, trust, partnership, and corporate income, and estate & gift tax calculations.
• Mentor and supervise the tax department employees.
• Oversee internal and external technical training for all tax department employees.
• Review of various other regulatory and tax filings.
• Supervise sales & use tax research for existing and new products for numerous state and local jurisdictions and review sales & use tax returns and payments for numerous state & local jurisdictions.
• Assist with tax authorities’ examinations of income, property, excise, and sales & use tax returns.
• Oversee preparation of transfer pricing reports for various affiliates.
• Review internal and audited financial statements and related items for domestic and foreign affiliates.

1 This list is a summary and not inclusive of all essential duties. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and / or Experience

Skills and Abilities

Physical Demands :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand or walk. The employee must occasionally lift and / or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception.