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Tax Director

2 months ago

Newport Beach, California, United States Jobot Full time
About the Role

We are a leading provider of financial services, seeking an experienced Tax Manager to join our team. As a Tax Manager, you will play a critical role in overseeing all aspects of tax management, including compliance, provision, and multi-state income tax returns.

Key Responsibilities
  • Manage all aspects of tax compliance, including preparing and reviewing property tax returns, multi-state income tax returns, and federal audits.
  • Oversee the preparation of Use Tax, ensuring accuracy and compliance with all relevant laws and regulations.
  • Manage and facilitate the accurate preparation and filing of our company's state and federal tax forms.
  • Conduct regular reviews of the company's financial situation and make recommendations to senior management regarding tax strategies and policies.
  • Prepare and submit annual reports, detailing the company's financial status, tax liabilities, and compliance measures.
  • Handle income tax payments, ensuring that all payments are made accurately and on time.
  • Oversee state audits, ensuring that all documentation is accurate and up to date.
  • Manage relationships with high net-worth individuals, trusts, and estates, ensuring that all tax matters are handled efficiently and effectively.
  • Stay up to date with changes in tax law and policy, and communicate these changes to senior management and relevant team members.
Requirements
  • A minimum of 5 years of experience in tax management, preferably within the finance industry.
  • Proficient in Use Tax, multi-state income tax returns, Tax Compliance, Tax Provision, property tax returns, Property tax, annual reports, federal audit, State Audit, income tax payments, Income Tax Compliance.
  • Experience dealing with high net-worth individuals, trusts, and estates.
  • Strong understanding of tax code, compliance, and procedure.
  • Bachelor's degree in finance, accounting, or a related field is required. Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and tax preparation software.