Taxation Manager
Taxation Manager
Posted on :
22-10-2024
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Job Description
Job Title: Tax Manager
Location: Los Angeles CA
Duration: FullTime/Direct Hire
Key Responsibilities:
Develop knowledge of OneSource Tax Application
Understand interface between trust administration software (FIS) and OneSource
Timely distribution of tax information to thirdparty CPAs
Interface with thirdparty CPAs for understanding of trusts
Evaluation of thirdparty CPAs and CPA fees
Ensure timely and accurate tax filings
Develop understanding of each trust to evaluate fiduciary tax returns
Coordinate preparation review and signature of estate tax returns
Ensure timely tax payments and distribution of Beneficiary K1s
Attend Trust Committee meetings to provide tax expertise
Provide feedback on performance of Trust Professionals
Act as internal resource for taxrelated issues
Provide taxrelated training to Trust Professionals
Review potential new business for taxrelated issues
Act as point of contact for IRS examinations or audits
Coordinate responses to notices from tax authorities
Ensure accuracy of tax coding in transaction data
Perform other duties as required
Education and Experience:
Prior experience preparing fiduciary tax returns (Form 1041) required
Bachelors degree (Accounting Finance or Business preferred)
Additional certification (MBA/CPA) strongly preferred
2 years of fiduciary tax experience with high networth clients ($1MM level clientele)
Experience with ultrahighnetworth multigenerational $50MM families preferred
Benefits:
Medical dental and vision coverage
Basic life insurance longterm disability insurance AD&D
Health Flexible Spending Account (FSA)
Employee Assistance Program (EAP)
401(K) with company match up to 4%
OnSite Parking or public transportation reimbursement
4 weeks paid time off
9 paid holidays 2 paid floating holidays
Volunteer time off
Professional license reimbursement
Opportunities for advancement.
Location: Los Angeles CA
Duration: FullTime/Direct Hire
Key Responsibilities:
Develop knowledge of OneSource Tax Application
Understand interface between trust administration software (FIS) and OneSource
Timely distribution of tax information to thirdparty CPAs
Interface with thirdparty CPAs for understanding of trusts
Evaluation of thirdparty CPAs and CPA fees
Ensure timely and accurate tax filings
Develop understanding of each trust to evaluate fiduciary tax returns
Coordinate preparation review and signature of estate tax returns
Ensure timely tax payments and distribution of Beneficiary K1s
Attend Trust Committee meetings to provide tax expertise
Provide feedback on performance of Trust Professionals
Act as internal resource for taxrelated issues
Provide taxrelated training to Trust Professionals
Review potential new business for taxrelated issues
Act as point of contact for IRS examinations or audits
Coordinate responses to notices from tax authorities
Ensure accuracy of tax coding in transaction data
Perform other duties as required
Education and Experience:
Prior experience preparing fiduciary tax returns (Form 1041) required
Bachelors degree (Accounting Finance or Business preferred)
Additional certification (MBA/CPA) strongly preferred
2 years of fiduciary tax experience with high networth clients ($1MM level clientele)
Experience with ultrahighnetworth multigenerational $50MM families preferred
Benefits:
Medical dental and vision coverage
Basic life insurance longterm disability insurance AD&D
Health Flexible Spending Account (FSA)
Employee Assistance Program (EAP)
401(K) with company match up to 4%
OnSite Parking or public transportation reimbursement
4 weeks paid time off
9 paid holidays 2 paid floating holidays
Volunteer time off
Professional license reimbursement
Opportunities for advancement.
Employment Type
Full Time
Key Skills
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