Tax Manager

Tax Accountant

The position is responsible for performing various duties within the tax department, including the preparation of federal and state tax returns for partnerships, S-corporations, individuals, estates/trusts, and exempt organizations. Research tax issues and opportunities that arise and routinely monitor compliance with federal and state tax law changes that affect company entities and stakeholders.

Role Responsibilities

• Manage and assist with preparing federal tax returns, including partnership, S-corporation, individual, estate/trust, and exempt organization returns, as well as multi-state income and franchise tax returns.
• Assist with tax estimates, extensions, and various state filings.
• In connection with tax returns, prepare work papers supporting the conversion of financial records (GAAP) to tax basis records for all entities.
• Assist in maintaining and monitoring a due date list for all tax filings and various other deadlines.
• Assist with IRS and state agency audits, inquiries, and tax notices.
• Research various tax issues and planning opportunities as they arise.
• Monitor and evaluate federal and state income tax law changes as they pertain to company.
• Interact with accounting, treasury, investment group, and foundation personnel as may be required.
• Communicate and collaborate with external firm that reviews tax compliance.

Qualifications

• Working knowledge of tax accounting, tax compliance, and completion of all commonly required entity and personal tax filings.
• Proficiency with tax preparation software required
• Proficiency in the use of MS Office.
• Proficiency in critical thinking, data analysis, and technical research.
• Excellent verbal and written communication skills.
• Self‐starter with strong organization and time management skills with an ability to prioritize and manage multiple projects and/or tasks.
• Ability to take ownership and full responsibility of work product working both independently and as part of a team.
• Ability to maintain confidential and/or proprietary information.

Education and Experience

• Bachelor's degree in accounting from an accredited college or university required
• Master’s degree in accounting or related field a plus
• Active CPA required
• Minimum of five (5) years related experience in tax accounting, with previous experience at Big 4 or large regional public accounting firm required.
• Experience preparing returns for partnerships, S-corporations, individuals, estates/trusts, and exempt organizations.
• Experience with real estate sector preferred.