Tax Manager

$125k - $155k

Landing Point

Company Overview:

A leading financial services firm is seeking a Tax Manager to provide comprehensive tax support to the firm and its clients, focusing on tax advice and preparation for various entities.

Job Responsibilities:

Participate with investment managers, clients, and attorneys in the income tax and estate planning process
Prepare and review tax returns including 1040, 1041, 709, 990, 1065, and 1120 forms
Consult with company personnel and clients regarding tax matters
Correspond with tax authorities to resolve notices
Prepare projections of tax liabilities and review declarations of estimated tax
Interface with Operations Department to pay taxes
Assist with special projects and establish departmental policies and procedures

Qualifications:

Bachelor's degree and 6-10 years of related industry experience
CPA designation or Enrolled Agent
Understanding of portfolio accounting, investment process, and corporate tax
Proficiency in MS Office products (Word, Outlook, Excel)
Experience with CCH Axcess, Tamarac, Microsoft Dynamics CRM, QuickBooks, and SurePrep is a plus

Compensation:

Salary: $125,000 - $155,000, Plus Bonus

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