Tax Manager
Tax Manager
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Salary Not Disclosed
1 Vacancy
Job Description
EDUCATIONAL BACKGROUND & EXPERIENCE:
Bachelors degree in accounting finance taxation or other related field of study
Minimum of 10 years of experience in taxation required at least 3 years of trust experience
Knowledge of directed trust tax issues is strongly preferred
At least five years of Public Accounting experience /active CPA license preferred
ESSENTIAL DUTIES AND RESPONSIBILITIES including but not limited to:
Review/preparation of annual tax reporting forms required by various trusts most notably Form 1041: Fiduciary Income Tax Returns and related state income tax forms
Review/preparation of other tax forms as needed relating to distributions gifts estate and generation skipping taxes for the trust and its beneficiaries
Review/preparation of tax return extensions and estimated tax payments
Address income tax preparation issues such as taxable income and expense allocations specific deductions and miscellaneous itemized deductions income distribution deduction calculation relation of principal and income law regarding distributable net income and the treatment of capital gains and losses
Communicate and cultivate relationships with Trust Administrators Trust Accountants Legal Counsel and others to address issues relating to trusts and their beneficiaries
Develop and maintain open communication with clients and other thirdparty support service providers such as CPAs and Legal Counselors
Research and prepare tax memorandums supporting material tax positions
Support and contribute to the establishment of meaningful effective and efficient tax processes and procedures for filing complete accurate and timely tax returns
Act as primary departmental resource for trust tax preparation review and planning knowledge and training
Mentor and share tax knowledge with others
Employment Type
Full Time
