Tax Manager

1 week ago


Wilmington, Delaware, United States International Search Consultants Full time
Job Title: Tax Manager

International Search Consultants is seeking a highly skilled Tax Manager to join our dynamic team. As a key member of our wealth management team, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers.

Key Responsibilities:

  • Manage all tax reporting of Fiduciary accounts, ensuring accuracy and compliance with regulatory requirements.
  • Provide ongoing support to Fiduciary Advisors and Wealth Advisors on tax matters, including client interaction and partnership.
  • Review returns, collaborate with Fiduciary Counsel, outside Accountants, and Clients to ensure correct filing.
  • Ensure minimum wire distributions are met for IRAs and oversee IRS Payments.
  • 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 certification preferred.
  • Minimum 8 years of tax experience in a wealth management setting, specifically trust and estates.
  • Exposure to UHNW Clients is preferred, with 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.

International Search Consultants offers a dynamic work environment and opportunities for professional growth. If you are a proactive and detail-oriented professional with a strong background in taxation, we invite you to apply for this exciting opportunity.


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