Tax Manager

Tax Manager Opportunity

Robert Half has partnered with a growing financial services firm on their search for a Tax Manager. This role will consist of assisting with preparing complex tax returns, compiling supporting financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager must have the ability to review legal documents, knowledge of general ledger systems, and the ability to maintain confidentiality. The role involves working closely with both internal departments and third-party tax return preparers to ensure the company's compliance with federal and state income tax laws and regulations.

Responsibilities :

• Interpret trust instruments and related documents to ascertain the correct tax classification of each account and the subsequent reporting obligations, while keeping these records up to date
• Develop and manage the company's interactions with primary fiduciary income tax return preparers while also liaising with secondary preparers chosen by clients
• Coordinate with the Trust Department to organize and facilitate the delivery of financial records to all tax preparers for the creation of estimated and final income tax returns; supervise and ensure the timely filing of all returns
• Stay abreast with changes in laws that could impact the company's accounts and provide timely updates to Trust Officers and senior management
• Collaborate closely with the Director of Partnership Financial Reporting & Tax to identify and address issues and events that impact client accounts who invest in those partnerships
• Identify opportunities to improve the tax process
• Utilize Accounting Software Systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other relevant tools to carry out accounting functions and compliance
• Apply knowledge and skills in Public Accounting, Public Accounting Tax, Partnership Taxation, Trust Tax, Trust Tax Returns, and Entity Formation
• Perform duties related to the Annual Income Tax Provision and auditing
• Carry out other tasks as assigned to ensure the smooth running of the department

Requirements :

For more information on this Tax Manager role and other full-time accounting and finance opportunities, please contact us at 302.985.5183 and reference JO#00800-0013156249.