Tax Manager
4 weeks ago
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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