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 returns 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. The candidate must be able to work independently and as a contributing team member. The company needs may change where direct reports may be necessary in the future.

Required Qualifications

• 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 Qualifications

• 6+ years 468B Trusts tax compliance experience.
• 6+ years multi‑unit tax compliance experience.
• 5+ years project management experience.
• 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.