Senior Tax Manager

Tax Staff – Role Overview

In the Tax Staff position, the successful candidate will:

• Provide guidance on the tax implications of business investments and transactions
• Assist senior management on client engagements
• Develop and implement tax‑efficient structures for US investments
• Assist in the compliance aspects of US tax for corporations, partnerships, LLCs, S‑corporations and individuals
• Ensure tax filings comply with standards regarding property investments, income, and allocations
• Provide technical tax expertise regarding tax‑efficient structures and planning
• Review tax estimates and projections
• Research and manage complex tax matters, including planning and compliance
• Respond to inquiries from regulatory authorities
• Stay current on recent tax developments within the US
• Provide meaningful feedback in a timely manner and keep leadership informed of progress and issues

• Certified Public Accountant (CPA) license or working towards obtainment of licensure
• 1‑3 years tax experience, including tax planning, compliance, and preparation
• Thorough knowledge of the tax impact on individuals and their businesses and investments
• Ability to manage multiple projects and meet deadlines is a must
• Strong organizational, time‑management and follow‑through skills
• Excellent verbal and written communication skills
• Integrity, dependability, and trustworthiness

• Masters of Tax degree preferred
• Big 4 firm experience preferred
• Computer proficiency with software programs such as RIA Checkpoint, Thomson Reuters full suite of tax software:
  Ultra Tax, Work papers, Practice CS and File Cabinet, Quickbooks, Microsoft Excel and Microsoft Word

• Annual 50% Fitness Reimbursement
• Supplemental Insurance
• Short Term & Long Term Disability
• 401(k) Match
• Technology Reimbursement
• Premium Education / Training Reimbursement Policy