Tax Manager

Finance & Tax Analyst (Family Office Advisor)

Tax Manager

To apply for the position, click here.

The Tax Manager will successfully review and manage staff deliverables concerning tax returns, extensions, tax planning calculations, and write-up work for all entity types (S and C corporations, partnership, fiduciary, non-profit, and gift). This position could be a part-time role with full-time hours during peak tax seasons (February to April and August to October).

Education and/or Experience

  • Minimum of a Bachelor’s Degree from a four-year college or university in Public Accounting or Tax
  • Minimum 5 years preparing and 2 years reviewing all types of tax returns with a public CPA firm or private company
  • Knowledge of software specialty software packages (i.e. ProSystem Tax, BNA Income Tax Planner)

Certificates, Licenses, and/or Registrations

  • CPA certification

Essential Duties and Responsibilities

  • Prepare and review complex tax planning projections for individual and corporate estimated tax liability
  • Prepare complex federal and state individual income, gift tax, and estate tax returns
  • Lead department in knowledge of software, processes, and workflows
  • Conduct complex tax research and present findings and conclusions
  • Respond to IRS and state agency audits, inquiries, and tax notices; communicate with IRS and clients in connection with audits, inquiries, and tax notices
  • Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
  • Evaluate internal controls related to assigned areas and suggest and implement improvements or enhancements as needed
  • Manage all administrative duties related to assigned client base including maintaining accuracy of scheduling database and reviewing budget to actual reporting on a regular basis

This is a summary of the position. For a PDF version of the complete job description, click here: Tax Manager Job Description

Finance & Tax Analyst (Family Office Advisor)

To apply for the position, click here.

The Finance & Tax Analyst applies the principles of accounting and tax concepts to complete projects of varying difficulty related to all firm-provided services.

Education and/or Experience

Minimum of a Bachelor’s Degree from a four-year college or university in Public Accounting or Tax. Applicable internship experience preferred.

Certificates, Licenses, and/or Registrations

Applicants should have Certified Public Accounting designation or be qualified to sit for the CPA exam.

Essential Duties and Responsibilities

  • Prepare statistical and account analyses, including a listing of data, forecasting data from one format into another, and calculating percentage relationships
  • Prepare and/or coordinate various materials for family meetings with guidance from Senior/Director
  • Prepare Federal and state individual income tax returns, extensions and estimates
  • Prepare Federal and state corporate income tax returns, extensions and estimates and calculation of schedule M’s for corporate tax returns
  • Set up tax files and referencing/documenting workpapers for corporate and individual tax returns
  • Prepare initial individual income tax projections for estimated tax and year-end planning reasons
  • Initial setup and preparation of cash flow projections for individuals
  • Prepare compilations and personal financial statements for assigned families
  • Review schedules, asset allocations, investment performance reports, and other documents prepared by the firm’s investment team
  • Perform research for individual and corporate clients
  • Draft client correspondence regarding various tax, accounting or Family Office matters
  • Prepare client billing for review by Director as assigned
  • Mentor interns and/or new employees as assigned

This is a summary of the position. For a PDF version of the complete job description, click here: Finance & Tax Analyst/Family Office Advisor Job Description