Tax Manager

2 days ago


Wilmington, Delaware, United States International Search Consultants Full time
Job Summary

As a Tax Manager at International Search Consultants, you will play a critical role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers. If you are a proactive and detail-oriented professional with a strong background in taxation, we invite you to apply for this exciting opportunity.

Key Responsibilities:

  • Manage all tax reporting of Fiduciary accounts, ensuring accuracy and compliance.
  • Provide ongoing support to Fiduciary Advisors and Wealth Advisors on tax matters, including client interaction and partnership.
  • Review returns, working with Fiduciary Counsel, outside Accountants, and clients to ensure correct filing.
  • Ensure minimum wire distributions are met for IRAs and oversee IRS Payments.
  • Coordinate tax compliance and planning responsibilities, analyzing K1s and regular contact with outsourced Accounting teams.
  • Perform extensive tax compliance, research, consulting, and planning for individual, fiduciary, not-for-profit, gift, and estate tax.
  • Prepare individual, corporate, partnership, fiduciary, and other tax returns prepared by external CPAs.

Requirements:

  • Bachelor's degree in Accounting or Finance, with a CPA preferred.
  • Minimum 8 years of tax experience in a wealth management setting, specifically trust and estates.
  • Exposure to UHNW Clients is preferred.
  • Functional knowledge of trust instruments.
  • Experience preparing individual taxes, with preferred experience preparing Fiduciary tax returns.
  • Strong knowledge of general accounting concepts.
  • Excellent communication, organization, and analytical skills are essential.

Join our team of experienced professionals and take on a challenging role at the forefront of financial services.


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