Tax Manager

Description

• Prepare and review trust and individual income tax returns.
• Prepare and review Financial Accounting Statements for Trusts using JD Edwards
• Identify, research and articulate tax planning and compliance issues, opportunities and recommendations.
• Oversight/coordination of federal, state and city tax audits and tax disputes
• Research/resolve tax issues relating to Federal pass-through entities including partnerships, S-Corporations and Limited Liability Companies

Requirements

• Excellent analytical skills; and clear and concise verbal and written communication skills.
• Experience with Federal/State tax audits and dispute resolution
• Must have excellent time management skills which allow one to prioritize projects without the need for significant oversight.
• 1-3 years Accounting Firm experience with preparation of Federal and State Trust Tax Returns
• Bachelor’s degree in Accounting or equivalent
• Experience with tax issues relating to real estate development/management and family office investment business
• Ability to utilize computer programs/software including, amongst others: Microsoft Word, Microsoft Excel, Outlook, Pro-Series Professional, LACERT Trust Software, JD Edwards, and Electronic Document Management.
• Competently, efficiently, and accurately research complex tax issues and streamline the same into meaningful, persuasive, and concise work product/advice.
• CPA License preferred

Benefits

• Competitive health care plan with low deductibles.
• Comprehensive wellness plan that includes reimbursement for gym memberships.
• Annual paid time off benefits
• Nine paid holidays are provided annually.
• A Safe Harbor 401(k) retirement plan
• Dental & Vision insurance.
• Life and Long-Term Disability insurance

Training + Development

Interview process

Visa Sponsorship

Security clearance