Tax Manager

General Purpose :

Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.

The Tax Manager serves a key role responsible for the tax compliance, planning, research, and advisory services for the firm.

Navigating complex tax issues, the Tax Manager serves as the expert for all tax matters including but not limited to US Federal and State partnership taxes, PTE tax elections, professional corporations holding partnership interests, and payroll / sales & use / and property taxes, while providing guidance on changing tax laws and practices related to professional services firms.

The scope of this role includes a wide variety of accounting, reporting and internal control oversight.

Essential Duties / Responsibilities :

• Oversee coordination, preparation, and issuance of the firm’s US federal, state and local government tax returns; including but not limited to income, business tax, sales / use tax and property tax returns and ensure they are filed on a timely basis.
• Oversee the distribution of Schedule K1s, as well as quarterly estimates.
• Manage Pass Through Entity tax elections including jurisdiction analysis, recommendations, implementations and reporting.
• Assist in the management of tax and corporate matters for professional corporations holding partnership interests.
• Manage external relationships serving as a liaison with the firm’s outside tax advisors, providing information to external accountants with respect to the preparation of U.

S. federal and state partnership tax returns and K1s.

• Maintain current knowledge of tax regulations affecting the partnership in the relevant jurisdictions and communicate to the appropriate firm personnel important tax developments affecting the firm’s business, including the impact of having to file in new jurisdictions.
• Monitor proposed changes in tax laws, evaluating their impact on the partnership, and subsequently making recommendations.
• With sharp attention to ever-changing tax strategies, strategize with management regarding tax planning and assessing and mitigating domestic tax risk and implement strategies that reduce the firm and partners’ tax liabilities.
• Oversee the calculation of fixed asset depreciation for tax purposes.
• Assure compliance with appropriate payroll tax reporting, including leading resolution for any payroll tax issues of remote employees.
• Work with Accounting team to ensure the firm’s expenses are managed and recorded in a tax efficient manner.
• Work to ensure department objectives are met timely and accurately, and firm procedures are aligned with firm goals and tax strategy.
• Act as the firm’s primary point of contact for partner-driven tax questions. Provide tax support to the firm’s partners and their advisors, addressing their requests in a timely and efficient manner while demonstrating an advanced understanding of the firm’s tax reporting and tax planning concepts.
• Oversee, coordinate and manage tax inquiries, audits and communication with tax authorities as needed.
• Develop and implement tax accounting methodology and business processes.
• Drive process improvements and maintain knowledge of trends in technology to improve efficiency.
• Serve as a trusted advisor to senior leadership and works with key personnel on various special projects as needed.
• Plan, coordinate, and execute multiple complex projects.
• Assume responsibility for maintaining the highest level of confidentiality of all financial and systems-related information.

Competencies :

• Organization & Planning : Proactively takes actions, finds solutions, and displays skills to be efficient and productive.
• Communication : Understands the importance of and demonstrates verbal, written, and non-verbal communications.
• Team Player : Works within team and cross-functionally to meet required results.
• Customer / Client Experience : Creates a consistent and exceptional experience for others, whether directly to external clients / customers or indirectly through internal support, that elevates the overall perception of the firm.

Job Qualifications (Education, Experience and Certification) :

• Undergraduate or graduate degree in Accounting, Finance and / or other related field required.
• Certified Public Accountant required; other professional tax certification desired.
• 7+ years of tax experience required.
• Background in US partnership and individual taxation with experience in a Big 4 Accounting Firm and / or a National Law Firm preferred.
• Advanced knowledge and understanding of financial operations, including accounting software (Aderant), spreadsheets (Excel), graphics and word processing applications.
• Demonstrated knowledge of partnership taxation, professional corporations, complicated tax subjects and an ability to distill key points for non-tax experts.
• Experience with equity partners’ capital, partnership accounting, and Schedule K-1 review.
• Knowledge of property, sales / use and payroll tax in addition to income tax is desired.
• Possess excellent analytical skills and a methodical, detail-oriented approach to navigate complex tax issues.
• Excellent verbal and written communication skills are required. Candidate is expected to be able to communicate effectively with partners and the highest level of management in a professional manner.
• Must have can do’ attitude and willing to do what it takes to meet tight deadlines.
• Must be able to perform research on tax laws and regulations for various jurisdictions and different types of tax.

Physical Requirements :

• While performing the duties of this position, the employee must have the ability to sit, stand and / or walk for extended periods of time;
• manipulate (lift, carry, move) weights of at least ten (10) pounds; have repetitive wrist / hand / finger movement to work on a computer and / or related office equipment;

speak clearly and concisely so listeners can understand; and regularly understand the speech of another person.

The physical demands described here are representative of those that must be met by this position to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment :

Professional office atmosphere. Sedentary work that primarily involves sitting or standing for prolonged periods. Position may require occasional off-hour meetings and events.

The work environment characteristics described here are representative of those this position encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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