Tax Manager

Job Description

Job Description

Job Description
Corporate Tax Manager (Hybrid) 
Key Responsibilities
Tax Compliance & Reporting

• Manage preparation and review of all federal, state, and local tax filings, including corporate income tax returns and related filings.
• Oversee pass-through entity reporting as applicable.
• Prepare and review estimated tax payments and ensure timely submissions.
• Manage sales and use tax, business personal property tax, and employment tax filings (940, 941, state unemployment).
• Oversee preparation and review of 1099 filings and other annual informational returns.
• Monitor payroll tax rates and ensure proper configuration and compliance.
• Ensure compliance with all regulatory requirements and internal policies.

Tax Provision & Financial Reporting

• Lead the quarterly and annual tax provision process in coordination with the accounting team.
• Ensure accurate reporting under GAAP for income taxes.
• Partner with Finance on budgeting, forecasting, and strategic planning initiatives by providing tax-related insights.
• Research and analyze tax implications of new products, transactions, or structural changes.

Audit & Regulatory Coordination

• Serve as primary liaison for IRS and state tax audits.
• Coordinate with external tax advisors and auditors.
• Ensure timely and accurate responses to tax notices and regulatory inquiries.
• Monitor developments in federal and state tax legislation and assess impact to the organization.

Tax Research & Advisory

• Research complex tax matters and provide clear, actionable guidance to internal stakeholders.
• Interpret and apply federal and state tax regulations relevant to the asset management industry.
• Provide internal consulting to accounting, finance, HR, and operations teams on tax-related matters.
• Identify tax planning opportunities and areas of risk mitigation.

Systems & Process Improvement

• Manage and optimize tax software systems (e.g., CCH Axcess, CCH Engagement or similar platforms).
• Ensure integrity and accuracy of tax data across systems.
• Identify and implement process improvements to enhance efficiency and controls.
• Partner with Accounting and IT on system enhancements and automation initiatives related to tax processes.
• Support internal control documentation and compliance initiatives.

Leadership & Collaboration

• Oversee and review work performed by tax staff or senior accountants, if applicable.
• Establish performance expectations and contribute to professional development of team members.
• Maintain strong cross-functional relationships across Accounting, Finance, Legal, and HR.
• Support broader departmental initiatives and special projects as needed.

Qualifications
Required

• Bachelor’s degree in Accounting (required).
• 5+ years of progressive tax experience in corporate tax compliance and reporting.
• Strong experience with federal and state income tax compliance.
• Experience with pass-through entities (1065, 1120-S).
• Experience with employment tax filings (940, 941 and related state filings).
• Strong understanding of GAAP financial reporting and tax provision processes.
• Advanced proficiency in Microsoft Excel.
• Experience with major tax software platforms (CCH Axcess, CCH Engagement or comparable systems).
• Strong analytical, research, and problem-solving skills.
• Excellent written and verbal communication skills.

Preferred

• CPA license strongly preferred (CPA candidate considered).
• Experience in asset management, financial services, or investment advisory industry.
• Experience supporting audits and regulatory examinations.
• Experience with system implementations or conversions.
• Master’s degree in Accounting or Taxation (preferred).

Key Competencies

• High level of integrity and professionalism.
• Strong attention to detail and accuracy.
• Ability to interpret and communicate complex tax concepts to non-tax professionals.
• Proactive mindset with strong ownership mentality.
• Service-oriented approach with the ability to partner across departments.
• Ability to manage multiple deadlines in a dynamic environment.

Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

Company Description

Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.