Tax Manager

Overview

• Drive tax strategy and compliance for a leading organization, ensuring adherence to federal, state, and local regulations.
• Collaborate with senior leadership to develop and implement effective tax planning initiatives.
• Oversee tax filings for diverse entities, including partnerships, trusts, and high-net-worth individuals.
• Enhance operational efficiency by optimizing tax tracking systems and processes.
• Provide expert guidance during audits and manage correspondence with tax authorities.
• Contribute to organizational goals by driving strategic tax planning and compliance initiatives.
• Report directly to senior management, supporting long-term tax strategy and operational objectives.

Key Responsibilities & Duties

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

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.