Tax Manager

3 days ago


Salem, Oregon, United States Jobot Full time
About the Role

We are seeking an experienced Tax Manager to join our fast-paced finance team. As a key member of our team, you will be responsible for managing all aspects of tax compliance, planning, and strategy for our clients in the finance industry.

Key Responsibilities
  • Manage and oversee all aspects of tax compliance, including Trusts and Estates, ensuring all deadlines are met.
  • Develop and implement tax planning strategies for clients, taking into account Oregon State Tax laws and the specific requirements of different types of trusts.
  • Conduct detailed research on tax legislation, case law, and industry developments to provide accurate and up-to-date advice to clients.
  • Work closely with clients to understand their needs and provide tailored tax solutions.
  • Manage and mentor junior staff members, providing guidance and support as needed.
  • Liaise with the IRS and other regulatory bodies as necessary.
  • Prepare and review complex tax returns, including those for revocable living trusts, marital trusts, bypass trusts, and charitable split-interest trusts.
  • Monitor changes in tax legislation and advise clients accordingly.
Requirements
  • Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or CPA certification is preferred.
  • Minimum of 5 years of experience in a tax management role, preferably within the finance industry.
  • In-depth knowledge of Oregon State Tax laws, trust taxation theory, trust/fiduciary accounting income, and distributable net income rules.
  • Experience with a variety of trusts including revocable living trusts, marital trusts, bypass trusts, and charitable split-interest trusts.
  • Strong leadership skills with a proven track record of managing and mentoring junior staff.
  • Excellent research and analytical skills, with the ability to interpret complex tax legislation.
  • Strong communication skills, both written and verbal, with the ability to clearly explain complex tax issues to clients.
  • High level of attention to detail and accuracy.
  • Proficiency in tax software and Microsoft Office applications.

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