Corporate Tax Manager

4 weeks ago


San Antonio, Texas, United States Holt Group Inc Full time
Job Summary:

The Corporate Tax Manager is responsible for managing tax compliance for family and operating entities, as well as liaising with third parties. This role requires excellent hands-on detail skills, competence, and a commitment to long-term career growth.

Key Responsibilities:
  • Assist with management of tax compliance for family and operating entities
  • Liaise with third parties to ensure accurate and efficient tax compliance
  • Collaborate with others to manage tax compliance projects
  • Provide support to the Director of Tax on various tax consulting projects
  • Prepare and review tax filings, including federal partnerships, S corporations, and trusts
  • Perform technical tax reviews of certain tax returns
  • Prepare other reports and work on projects as requested by family, company, or third parties
Requirements:
  • Bachelor's degree in a related field required, Master's degree in Taxation a plus
  • Active licensed CPA required
  • Tax experience, 5+ years required in the following areas:
    • Client emphasis on privately owned companies
    • Strong corporate and flow-through entity background
    • Actively manage large client compliance engagements
  • High Net Worth/Private Client Tax Services experience required
  • Family Office tax experience preferred
  • Strong project management skills and knowledge of PM software
  • Proficiency with MS Office products, advanced Excel skills
  • Excellent communication and interpersonal skills to establish working relationships with multiple departments and various levels of the organization
  • The ability to listen to and understand information and ideas presented through spoken words and sentences
  • Self-starter with the ability to work independently and within a team in a fast-paced, high-volume environment with emphasis on accuracy and timeliness
  • Exceptional business acumen, attention to detail, and accuracy
  • Excellent organizational, multi-tasking, and time management skills, deadline-oriented
  • Strong tax research and analytical skills
  • Ability to handle large amounts of data and high volume of transactions
Travel:
  • Less than 10%

Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.


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