Company Overview
We are an independent banking and financial services company, focused in the tax and trust space. Our team specializes in providing trust administration services for high-net-worth individuals, closely held business, and both domestic and international investors. We are growing and looking to add a Tax Manager to the mixture.
Position Overview
We are seeking a knowledgeable and detail-oriented Tax Manager to oversee and manage our tax compliance and planning processes. The ideal candidate will have a strong background in taxation, CPA qualification, and experience with trusts and fiduciary services, all while providing exceptional service to our clients.
Key Responsibilities
- Manage and oversee all aspects of tax compliance and reporting for clients and the organization.
- Develop and implement tax strategies to minimize tax liabilities and optimize tax efficiency.
- Ensure compliance with federal, state, and local tax regulations and laws.
- Review and prepare various tax returns including corporate, individual, and trust returns.
- Provide guidance and support on tax-related matters to clients and internal teams.
- Collaborate with external auditors and tax authorities as needed.
- Stay updated on changes in tax legislation and assess their impact on clients and the organization.
- Conduct training and mentorship for junior staff and tax seniors.
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field.
- Minimum of 5 years of experience in tax management or related roles.
- Experience in public accounting is required.
- Strong knowledge of taxation, particularly in trusts and directed trust tax issues.
- Certified Public Accountant (CPA) designation is strongly preferred.
- Strong knowledge of taxation, particularly in trusts and fiduciary services.
- Experience with tax software tools such as Axcess and Checkpoint is preferred.
- Ability to work independently and manage multiple projects under tight deadlines.
- Excellent analytical, problem-solving, and communication skills.
- You do not need direct management experience, but leadership qualities preferred.
Benefits
- Competitive salary
- Growth opportunity
- Healthcare packages
- 401k
- PTO
- Bonus opportunity
- $120-160k base salary
- Hybrid schedule
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
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