Tax Manager Family Office

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    "description": "<div>\n<p><span style=\"font-family:Calibri,sans-serif\"><strong>SUMMARY</strong></span></p>\n\n<p><span style=\"font-family:Calibri,sans-serif\">This role is responsible for managing the organizations family office &amp; investment tax reporting function.</span></p>\n\n<h1><span style=\"font-family:Calibri,sans-serif\">DUTIES AND RESPONSIBILITIES</span></h1>\n\n<ol>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Manage tax reporting function for family office &amp; investment tax areas of organization including:</span>\n\n\t<ol>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Oversee preparation or review of federal and state tax returns across Individual, Trusts, Investment Partnership entities, ensuring accuracy, consistency and timing filing of returns, estimates and extensions</span></li>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Prepare and maintain supporting workpapers and documentation</span></li>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Management of internal &amp; external finance teams regarding tax information </span></li>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Manage members of internal and external professional staff on tax preparation</span></li>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Develop clear, intelligent plans and approaches for continuous process improvement within the tax compliance process</span></li>\n\t</ol>\n\t</li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Other Tax Responsibilities:</span>\n\t<ol>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Provide proactive tax planning for family office individuals, trusts and investment partnerships</span></li>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Advise on income, gift and estate tax matters incorporating life insurance structuring and trust structures</span></li>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Prepare tax projections for family office entities</span></li>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Monitor and analyze current tax legislation and highlight areas that will impact the organization or provide opportunities for the organization </span></li>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Continually learn to increase tax &amp; accounting technical expertise</span></li>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Manage tax audits and notices as necessary for family office </span></li>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Various other analytical projects as needed to support tax and finance function for the organization</span></li>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Develop &amp; sustain strong relationships with internal and external working team members</span></li>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Provide partial supervision to senior and staff accountants and external consultants as required</span></li>\n\t</ol>\n\t</li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Special projects and assignments as business dictates.</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Responsible for the maintenance, creation and control of all personally identifiable information or any other information protected by any Confidentiality or Privacy Standards or Company Policies that you have access or knowledge of, including but not limited to any state or federal regulations including HIPPA.</span></li>\n</ol>\n\n<p>&nbsp;</p>\n\n<h1><span style=\"font-family:Calibri,sans-serif\">SUPERVISORY RESPONSIBILITIES</span></h1>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">This position has no supervisory responsibilities</span></li>\n</ul>\n\n<h1><span style=\"font-family:Calibri,sans-serif\">SKILLS AND QUALIFICATIONS</span></h1>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Bachelor of Accounting required and Master of Taxation, CPA or LLM strongly preferred </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">6-8+ years of tax experience in private client services in public accounting and/or family office with focus on Individual, Trust and Investment Partnership area</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Advanced knowledge of individual, fiduciary, partnership and estate taxation</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Strong knowledge of US federal and state income tax reporting requirements</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Advanced excel proficiency, experience using OneSource and GoSystem tax software</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Strong organizational, analytical thinking and time management skills required</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Detail oriented, ability to multi-task, ability to analyze complex tax issues</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Strong project management skills, ability to drive process improvements and meet deadlines </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Works well collaboratively in a team environment</span></li>\n</ul>\n\n<p>&nbsp;</p>\n\n<h1><span style=\"font-family:Calibri,sans-serif\">PHYSICAL DEMANDS</span></h1>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</span></li>\n</ul>\n\n<h1><span style=\"font-family:Calibri,sans-serif\">WORK ENVIRONMENT</span></h1>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">The noise level in the work environment is usually quiet</span></li>\n</ul>\n\n<h1><span style=\"font-family:Calibri,sans-serif\">CERTIFICATES, LICENSES, REGISTRATIONS </span></h1>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">None</span></li>\n</ul>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong>OTHER DUTIES</strong></span></p>\n\n<p style=\"margin-right:4px\"><span style=\"font-family:Calibri,sans-serif\">Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.</span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\">This company is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.</span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\">#LI-KG</span></p>\n</div>\n",
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