Tax Manager/Director

4 weeks ago


Philadelphia, Pennsylvania, United States Jobot Full time
Job OverviewOur firm is seeking a highly skilled C-Corp Tax Manager to join our Tax Department. This role requires a deep understanding of tax regulations, C-Corp products, and the ability to develop strategies that minimize tax liabilities while ensuring compliance.

Key Responsibilities
  • Develop and implement tax-efficient investment strategies to minimize tax liabilities and enhance after-tax returns for clients.
  • Ensure all investment activities comply with relevant tax laws and regulations. Prepare and review tax returns and filings related to investment portfolios.
  • Provide detailed tax analysis and reporting for investment portfolios. Monitor changes in tax laws and regulations and assess their impact on investment strategies.
  • Collaborate with portfolio managers, financial advisors, and other internal stakeholders to provide tax guidance and support for investment decisions.
  • Identify and mitigate tax risks associated with investment activities. Conduct regular audits and reviews to ensure adherence to tax policies and procedures.
  • Serve as a tax advisor for high-net-worth clients, providing insights and recommendations to optimize their investment tax strategies.
  • Mentor and train junior tax professionals within the department. Stay updated with industry trends and best practices to maintain a high level of expertise.

Requirements
  • Bachelor's degree in Accounting, Finance, or related field. CPA or equivalent certification required. Master's degree in Taxation or related field preferred.
  • Minimum of 5-7 years of experience in C-Corp work.
  • Strong knowledge of federal, state, and local tax regulations as they relate to investments. Proficiency in tax preparation software and financial analysis tools.
  • Excellent analytical and problem-solving abilities. Ability to interpret complex tax laws and regulations and apply them to investment strategies.
  • Strong verbal and written communication skills. Ability to explain complex tax concepts to non-tax professionals.
  • High level of accuracy and attention to detail in all aspects of work.
  • Ability to work collaboratively in a team environment and build strong relationships with internal and external stakeholders.

About UsWe are a rapidly growing public accounting firm with a 4.8/5 rating on Glassdoor. We offer a target schedule of 55 hours during the busy season with 40 hours and below for the non-busy. Our firm is committed to providing a work-life balance and offers a range of benefits, including medical, dental, vision, 401k + match, long/short-term life insurance, and 4 weeks PTO plus the weeks of July 4th and Thanksgiving.
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