Corporate Tax Manager

Description

• actively manage large client compliance engagements
• Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
• Assumes responsibility for the smooth flow of tax information to ensure accurate, complete, and timely preparation and delivery of all entity and individual tax returns
• Performs technical tax reviews of certain tax returns, which are prepared by Third Party
• Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
• Provides support to the Director of Tax with the following-
• maintaining/modeling quarterly and yearly projections for various family members, company executive and family members, and various taxable entities assisting third-party tax advisors and legal counsel as well as company executives on specific tax issues and questions as deemed necessary, assists with any federal and state tax examinations and audit defense
• Prepares other reports and works on projects as requested from time to time by Family, Company, or Third Parties
• Assists with management of tax compliance for Family and operating entities as well as liaising with appropriate Third Parties. Provide support to Director of Tax on various tax consulting projects
• Collaborates with others to manage tax compliance projects to achieve accurate and efficient results

Requirements

• Active licensed CPA required
• strong corporate and flow-through entity background
• Less than 10%
• financial review and work paper preparation for tax returns. Ability to manipulate financial information for tax purposes, such as M-1 prep, JE prep, etc.
• The ability to listen to and understand information and ideas presented through spoken words and sentences
• Exceptional business acumen attention to detail and accuracy
• Strong tax research and analytical skills
• Excellent organizational, multi-tasking, and time management skills, deadline-oriented
• Ability to handle large amounts of data and high volume of transactions
• Bachelor’s degree in related field required, Master’s Degree in Taxation a plus
• Tax Experience, 5+ years required in the following:
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate
• Family Office tax experience preferred
• Self-starter with the ability to work independently and within a team in a fast-paced, high-volume environment with emphasis on accuracy and timeliness
• Proficiency with MS Office products, advanced Excel skills
• Strong Project Management skills and knowledge of PM software
• High Net Worth/Private Client Tax Services experience required
• Excellent communication and interpersonal skills to establish working relationships with multiple departments and various levels of the organization
• tax filings consisting of federal partnerships, s corporations and trusts as well as applicable state returns (prepared by third party vendor)

Benefits

• A comprehensive and robust benefits program that includes complete health care, 401(k) matching & Profit-Sharing plan (ROTH and traditional), paid holidays, and a front-loaded PTO program.
• A competitive salary, commensurate with your experience and competencies.
• An employee development program with professional development staff that allows you to grow your skills and build your competencies to prepare you for future opportunities at HOLT.
• A Tuition Reimbursement program to support the pursuit of accredited college courses.

Training + Development

Interview process

Visa Sponsorship

Security clearance