Tax Manager

Overview

• Lead comprehensive tax operations for a dynamic organization, ensuring compliance with federal, state, and local regulations.
• Collaborate with external advisors to manage complex tax engagements and strategic initiatives effectively.
• Oversee tax filings for partnerships, trusts, LLCs, and high-net-worth individuals with precision and accuracy.
• Develop and maintain tax calendars to ensure timely submissions and adherence to deadlines.
• Enhance tax tracking systems and implement best practices to improve operational efficiency.
• Provide support during audits, handling correspondence with tax authorities professionally.
• Contribute to process improvements and strategic tax planning under the guidance of leadership.
• Report directly to senior management, supporting compliance goals and organizational objectives.

Key Responsibilities & Duties

• Manage tax compliance processes for partnerships, trusts, LLCs, and high-net-worth individuals.
• Coordinate preparation, review, and filing of federal, state, and local tax returns.
• Track K-1 forms, calculate estimated taxes, and oversee extensions and informational filings.
• Handle tax notices and correspondence with authorities, providing audit support as needed.
• Serve as the primary liaison with external CPA firms and advisors for tax engagements.
• Maintain and update tax calendars to ensure compliance with all deadlines.
• Implement process improvements and enhance tax tracking systems for better efficiency.
• Assist in strategic tax planning and compliance initiatives to support organizational goals.

Job Requirements

• Bachelor of Science (BS) degree in Accounting, Finance, or a related field.
• Minimum of 7 years of experience in tax management, preferably in private client services.
• Proficiency in partnership, individual, and trust taxation processes.
• Experience coordinating with external accounting firms on complex tax engagements.
• Strong organizational skills and attention to detail for managing tax compliance.
• CPA and/or MST certification is highly preferred for this role.
• Ability to handle confidential information with discretion and professionalism.
• Excellent judgment and ability to work independently or collaboratively as needed.