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Company: Corps Team Staffing
Title: Tax Manager (Ref. #11473)
Areas: TX-Dallas
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Description:

 

Are you a CPA with tax background? We have a great opportunity to work at one of the “Top Places to Work” in Dallas! This growing premier private wealth management firm is seeking a talented, collaborative Tax Manager who is dedicated to client service, highest integrity and excellence! If this sounds like you, we would love to speak you!

Responsibilites:

  • Oversee all client-related tax functions, including but not limited to review of tax returns, recommendation of estimated tax payments, and resolution of IRS requests and audits for individuals, trusts, partnerships, foundations and corporations. Ensure all deliverables are provided timely and consistently with stated commitments.
  • Work closely with the Advisory Team to identify client specific planning opportunities and ensure all tax matters are handled consistently across each family’s inter-related entities.
  • Review trust and partnership agreements as well as estate planning documents to ensure all tax matters are dealt with appropriately for the effected taxpayer.
  • Communicate recommendations regarding tax payments, tax positions and potential future issues with the Advisory Team. The majority of communications will be in email or memo format; strong writing skills are required.
  • Supervise tax associates.  Oversee assignments of tax projects and manage staff workloads as well as mentor staff in their professional development.
  • Perform and review tax research, planning projects, and other miscellaneous duties as assigned. Maintain knowledge of current tax legislation and issues that affect high net worth families and update the Advisory Team as appropriate

Minimum Requirements:

  • CPA certification
  • 5 or more years of relevant tax experience
  • Supervisory experience
  • Ability to multi-task
  • Ability to function in a fast paced environment
  • Must consent to and have favorable consumer report, background check and drug/alcohol test.

Other Essential Traits:

  • Experience using ProSystems and BNA Income Tax Planner
  • Strong interpersonal, organizational and communication skills
  • Possess initiative and the ability to make decisions within guidelines
  • Attention to detail
  • Willingness to learn, expand responsibility

 

Type: Direct Hire
Highest Degree Obtained: Graduate Degree
Rate: Commensurate with Experience
Field of Expertise: Accounting & Finance
Work Experience: 6-9 Years
Career Level: Manager
Areas: TX-Dallas
Date Published: 6/10/2017
This position is being handled by a Corps Team recruiter. Please apply directly to this position for consideration, and someone from Corps Team will contact you if your experience meets our client's criteria.
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