Taxation Operations Leader
2 weeks ago
Our client specializes in providing expert financial services, including Certified Public Accountants, Financial Planners, and QuickBooks Advisors. They are dedicated to understanding the intricate needs of their clients to enhance their business structure, investment strategies, tax positions, and operational efficiency.
Salary:
$100,000 - $125,000 per year
About Us:
We pride ourselves on our commitment to knowing our clients' detailed requirements to improve their financial standing and operational success.
Benefits:
- Medical Benefits
- 401k
Paid Time Off:
Competitive pay
Job Responsibilities:
- Lead and oversee the comprehensive tax operations of the organization, ensuring adherence to federal, state, local, and international tax regulations.
- Formulate and execute strategic tax planning for all applicable federal and state obligations.
- Guide and mentor the tax team to enhance their performance and professional growth.
- Examine complex income tax returns for various entities, including partnerships, trusts, and corporations.
- Conduct thorough research on tax legislation to remain informed of changes and guarantee compliance.
- Act as a liaison with IRS and other governmental agencies as necessary.
- Devise tax strategies aimed at deferring or eliminating tax liabilities.
- Establish tax data collection systems and methodologies that optimize compliance with statutory and regulatory requirements.
- Collaborate with auditors and accountants to ensure precise financial reporting.
- Offer internal tax advisory services and support for business-related matters.
Qualifications:
- Bachelor's degree in Accounting, Finance, or a related discipline. A Master's degree in Taxation or CPA designation is highly preferred.
- At least 5 years of experience in a tax management or public accounting role within the financial sector.
- In-depth knowledge of federal, state, and local tax codes and regulations, particularly regarding partnerships and trusts.
- Demonstrated experience with IRS, state, governmental, and public accounting practices.
- Exceptional leadership and team management capabilities.
- Strong analytical and problem-solving aptitude.
- Outstanding communication skills, with the ability to convey complex tax concepts clearly and concisely.
- High integrity and reliability, coupled with a strong sense of urgency and results-oriented mindset.
- Proficiency in tax preparation and research software.
- Excellent project management and organizational skills, with the ability to juggle multiple projects and meet tight deadlines.
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