Tax Manager

2 weeks ago


Charlottesville, United States Chilton Trust Full time
Job DescriptionJob DescriptionPosition Description

The Tax Manager will report to the Head of Tax Services and handle the following:
 
  • Perform tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts and ESBTs, small investment partnerships, and private foundations for clients of the multi-family office and trust company.  
  • Prepare and analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients.
  • Research complex tax issues and formulate opinions.
  • Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills.
  • Capable of managing several complicated tax projects simultaneously.
  • Collaborate with other members of the family office and client service group in order to deliver exceptional client service.
  • Correspond with the IRS and state tax authorities in an effort to resolve tax notices and assist in an audit process, if applicable.
  • Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.) as it relates to clients; communicates updates to tax director and tax team.
  • Interact with clients relative to providing tax advice; offering assistance with compiling their tax documentation for tax return preparation, responding to clients’ questions and/or requests, scheduling tax meetings, etc.
  • Receptive to developing the critical skills necessary to build and sustain strong client relationships.

Candidate Description

Qualified candidates should have a Bachelor’s degree in accounting with a minimum of 6 - 8 years’ experience in public accounting specific to taxation of individuals and trusts. Applicant should also have knowledge of gift, GST, private foundation, and partnership taxation, particularly as it relates to alternative investments. Furthermore, applicant should have basic knowledge of taxation of financial instruments and general familiarity with financial products and trading including stocks, bonds, options and other derivatives.  Candidate should be conversant in GoSystem Tax RS (Fast Tax program), have excellent Microsoft Office and strong tax research skills, i.e., able to perform independent tax research and opine on the subject matter.  Candidate should be familiar with BNA and RIA tax research programs. 

Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational and communication skills. Applicant should be proactive, motivated, a self-starter, passionate about client service, and work well in a small team environment.  CPA credential a plus.
 

Powered by JazzHR

yUdRnPrsSs


  • Tax Manager

    2 weeks ago


    Charlottesville, United States Chilton Trust Full time

    Position Description The Tax Manager will report to the Head of Tax Services and handle the following: Perform tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts and ESBTs, small investment partnerships, and private foundations for clients of the...


  • Charlottesville, Virginia, United States Apex Clean Energy Full time

    Job Description We are seeking a skilled Senior Tax Accountant with renewable energy experience to join our growing and dynamic team. This role will report to the Executive Vice President of Corporate Finance, and will play an integral role on Apex's Accounting team. Primary Responsibilities:  Produce, in conjunction with independent tax firms, all...

  • Property Manager

    16 hours ago


    Charlottesville, United States Charlottesville Redevelopment and Housing Authority Full time

    Charlottesville Redevelopment and Housing Authority (CRHA) is a seeking an experienced Property Manager, with tax credit experience, to join our team! Under the direction of the Housing Manager, the Property Manager supports and assists in all aspects of day-to-day community operations. At CRHA, we promote teamwork and community. We operate a full-service...


  • Charlottesville, United States ArcheMedX Inc Full time

    In this role, you will be empowered to streamline our financial operations and enable scalable growth. You will work directly with the CEO and leadership team to help improve our operational efficiency and aid in key decisions. This role demands a smart, highly organized, and super-detailed individual.You will have demonstrated success implementing...


  • Charlottesville, Virginia, United States ArcheMedX Full time

    In this role, you will be empowered to streamline our financial operations and enable scalable growth. You will work directly with the CEO and leadership team to help improve our operational efficiency and aid in key decisions. This role demands a smart, highly organized, and super-detailed individual.You will have demonstrated success implementing...


  • Charlottesville, United States ArcheMedX Inc Full time

    In this role, you will be empowered to streamline our financial operations and enable scalable growth. You will work directly with the CEO and leadership team to help improve our operational efficiency and aid in key decisions. This role demands a smart, highly organized, and super-detailed individual. You will have demonstrated success implementing...


  • Charlottesville, United States Virginia Supportive Housing Full time

    $3500 hiring bonus available!A career at Virginia Supportive Housing is a choice. We are here because we are driven to make a difference. We serve our most vulnerable neighbors by removing the barriers that have prevented them from maintaining stable housing, health, and wellness. We meet people where they are and treat them with dignity and respect. We...


  • Charlottesville, United States Virginia Supportive Housing Full time

    Job DescriptionJob Description$3500 hiring bonus available!A career at Virginia Supportive Housing is a choice. We are here because we are driven to make a difference. We serve our most vulnerable neighbors by removing the barriers that have prevented them from maintaining stable housing, health, and wellness. We meet people where they are and treat them...


  • Charlottesville, United States Monfalcone & Garris, PC Full time

    Job DescriptionJob DescriptionWe are looking for a Small Business Advisory Bookkeeper/Payroll staff member to join our team! You will be responsible for either part or all of a client's preparing and analyzing financial records, payroll and general advice for our clients. This role is not a remote position. We do have remote working options for...


  • Charlottesville, VA, United States The Franklin Johnston Group Full time

    Community Manager (Tax Credit experience preferred) Supervisor: Senior Community Manager/Portfolio Manager/VP of Community Operations Responsible for the operational and financial aspects of a community and meeting company goals in those areas. Results are achieved by facilitating the optimum performance of the community in areas such as personnel...

  • Controller

    7 days ago


    Charlottesville, United States ProspectBlue Full time

    Controller, Job DescriptionProspectBlue is partnered with a clothing company based in Charlottesville, VA. Who is currently seeking a highly skilled and experienced Controller to join their finance team. The ideal candidate will have a CPA designation and a strong background in controllership, accounting, financial management, and reporting. The primary...


  • Charlottesville, United States East Point Energy Full time

    Job DescriptionJob DescriptionSalary: About Us East Point Energy is a development firm focused on the origination, construction, and operation of energy storage projects. Our team is currently developing gigawatts of energy storage projects throughout the country, helping to transform the grid into a renewable, resilient, and affordable system for...

  • Staff Accountant

    2 weeks ago


    Charlottesville, United States Stantec Full time

    Grounded in safety, quality, and ethics, our experts lead their fields and guide our work with rigor, a creative spirit, and vision for growth. We draw from more than 20 technical specialties around the globe and are committed to fostering an inclusive community of diverse talents, backgrounds, and expertise. We're a place to apply your passion and...


  • Charlottesville, United States The Caton Companies Full time

    Management Services Corporation (MSC) is looking for an experienced Accounts Payable/Accounts Receivable Associate to join our growing Accounting department. Tasks and Activities Depending on AR or AP focus: + Maintains vendor files; Request W-9s; Prepare 1099s + Performs high-volume invoice processing using invoice automation software + ...


  • Charlottesville, United States The Canton Companies Full time

    Management Services Corporation (MSC) is looking for an experienced Accounts Payable/Accounts Receivable Associate to join our growing Accounting department. Tasks and Activities Depending on AR or AP focus: * Maintains vendor files; Request W-9s; Prepare 1099s * Performs high-volume invoice processing using invoice automation software * Processes vendor...

  • Executive Assistant

    3 weeks ago


    Charlottesville, United States Pinnacle Construction Full time

    Job DescriptionJob DescriptionThis position is located in Charlottesville, VA and is not remote. It requires in office presence Mon - Fri.Pinnacle Construction and Development Corp is seeking an experienced Executive Administrative Assistant to join our team in our Charlottesville office. The Executive Assistant is responsible for assisting with all aspects...

  • VP, Accounting

    2 weeks ago


    Charlottesville, Virginia, United States Apex Clean Energy Full time

    Job Description Reporting to the Executive Vice President of Corporate Finance, the Vice President of Accounting will play a crucial role in managing financial operations, ensuring compliance,  and directing the accounting activities of the company. The VP of Accounting will lead a team responsible for all aspects of accounting and financial reporting,...

  • Accounting Associate

    3 weeks ago


    Charlottesville, United States The Caton Companies Full time

    Job DescriptionJob DescriptionManagement Services Corporation (MSC) is looking for an experienced Accounts Payable/Accounts Receivable Associate to join our growing Accounting department.Tasks and Activities Depending on AR or AP focus:Maintains vendor files; Request W-9s; Prepare 1099sPerforms high-volume invoice processing using invoice automation...

  • Accounting Associate

    1 month ago


    Charlottesville, United States The Caton Companies Full time

    Job DescriptionJob DescriptionManagement Services Corporation (MSC) is looking for an experienced Accounts Payable/Accounts Receivable Associate to join our growing Accounting department.Tasks and Activities Depending on AR or AP focus:Maintains vendor files; Request W-9s; Prepare 1099sPerforms high-volume invoice processing using invoice automation...

  • Job Captain

    6 days ago


    Charlottesville, United States Fpw Architects Full time

    ARCHITECTURAL JOB CAPTAIN FPW currently has an opening for an Architectural Job Captain that will serve on a variety of project types and will be primarily responsible for project documentation and coordination. The Job Captain would assist the principal to create complete design and construction documents. This role will facilitate communication between the...