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Tax Manager/Business Manager

Ignited Recruiting

One of our clients, a highly respected tax and business management firm, is looking for a highly motivated Business Manager to manage the financial affairs of clients and their related entities. This role works with clients, executives, internal teams, and outside advisors on accounting, cash flow, taxes, reporting, and major transactions. Responsibilities: Manage client cash flow, budgets, forecasts, and upcoming obligations. Review client payments and disbursements in AgilLink before executive approval. Oversee general ledgers, account reconciliations, financial statements, and reporting. Prepare individual and entity tax returns, estimated tax payments, and related filings. Review contracts and deal terms for payment, tax, and cash-flow considerations. Coordinate with attorneys, investment managers, insurance professionals, tax advisors, and other outside providers. Support year-end planning, entity closes, payroll, distributions, and tax withholding. Assist with estate planning, insurance, investments, and significant asset transactions, including real estate, financing, escrow, and closings. Address multi-state and international tax matters with outside specialists. Qualifications: Bachelor’s degree in Accounting, Finance, Business, or a related field. CPA license or progress toward CPA licensure preferred. Five or more years of experience in tax, accounting, business management, family office, or high-net-worth client services. Knowledge of individual, entity, partnership, and multi-state tax compliance; international tax experience is a plus. Strong Excel and accounting-software skills; AgilLink experience preferred. Excellent communication, organization, judgment, and discretion with confidential information. Self-motivated professional who wants to grow a long-term career in business management. #J-18808-Ljbffr Ignited Recruiting

Vacancy posted 2 days ago
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