Senior QSF Tax Manager

Senior QSF Tax Manager

POSITION SUMMARY: The Senior Tax Manager Settlement Fund Compliance will collaborate with the India-office Tax Manager and Team to ensure compliance with federal and state tax requirements for qualified settlement funds (QSFs). Compliance includes timely and accurate filing of 1099s and tax return as well as payment of estimated taxes. The role includes direct interaction with the IRS to resolve tax issues. The candidate should have strong knowledge of U.S. federal tax laws and IRS procedures. The Senior Tax Manager may also be assigned other tax or accounting projects as needed.

POSITION LOCATION: Dallas, TX

JOB RESPONSIBILITIES:

• Oversee and manage the Tax Compliance processes of the 468B Qualified Settlement Funds (QSFs), ensuring deadlines and filing requirements are met. Liaise with the India-office Tax Manager to ensure processes and procedures are in place to remain in compliance with all relevant tax regulations including 1120SF Federal Tax Return Filings, estimated payments, 1099s, and state filings as required.
• Engage with the IRS to resolve issues in QSF tax-related matters (must obtain a CAF #)
• Advise QSF internal and external clients on QSF tax planning matters and fund closures
• Establish and implement procedures to ensure proper handling of deductible expenses based upon contract terms for QSF entities
• Recommend enhancements to the design and contribute to the implementation of QSF Accounting controls, policies and procedures
• Enforce documented system of accounting policies, procedures, and internal controls
• Manage special financial and tax projects as required
• Ensure quarterly and annual goals and objectives are on track and achieved for assigned area(s)
• This role does not have direct reports. To be successful the candidate must have the ability to work independently and as a contributing team member. The company needs may change where direct reports may be necessary in the future

KNOWLEDGE, SKILLS, AND ABILITIES

Required:

• Degree in Accounting or Finance
• 6+ years Federal tax compliance experience
• Experience successfully managing projects to completion
• 2+ years' experience working directly with the IRS to resolve tax issues
• Strong accounting background with experience completing complex reconciliations
• 2+ years' experience monitoring regulation updates and implementing related changes
• Proficiency in MS Office, including intermediate Excel skills
• Excellent written and verbal communication skills
• High degree of accuracy, organization, and attention to detail

Preferred:

• 6+ years 468B Trusts tax compliance experience
• 6+ years multi-unit tax compliance experience
• 5+ years' experience in a managerial role
• Working knowledge of QuickBooks and NetSuite
• Working knowledge of UltraTax CS
• 3+ years' experience in a managerial role

BENEFITS:

• 401(K) retirement plans with matching contributions.
• Comprehensive health insurance coverage.
• Dental and vision insurance plans.
• Parental leave to support work-life balance.
• Short-term and long-term disability coverage.

ABOUT ARCHER

ARCHER Systems is a leading technology-enabled legal services company that provides pre-settlement and post-settlement administration services for a single event, mass tort, and class action cases with the goal of helping claimants access their settlement proceeds more efficiently and quickly. The company plans to continue leveraging technology and top-tier talent to enhance customer service and offer new product lines and services.

ARCHER's core offering is post-settlement Healthcare Lien Resolution Administration and QSF (Qualified Settlement Fund) Administration and payments processing for multi-claimant (mass tort and class action) litigation. Other services include claims administration, single event lien resolution, probate, and bankruptcy coordination, release administration, medical records review, plaintiff fact sheet, and other intake/census preparation and management. ARCHER enables law firms to focus on their litigation while ensuring that critical pre-settlement and post-settlement administration documents, services, business analytics, and reporting are handled efficiently and effectively.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.