Managing Director, National Tax Office Financial Products

6 months ago

Oak Brook, United States BDO Full time

Job Summary:

The National Tax Office Financial Products Managing Director (MD) specializes in the taxation of financial products. This position is responsible for advising CTS (Core Tax Services) and STS (Specialized Tax Services) office team members (as well as their clients) on the tax implications of their client’s business objectives, evaluating, and selecting alternative actions to lessen tax burden and cost of compliance, and identifying different methods of complying with tax regulations while acting as the subject matter specialist for financial products related matters. In this role, the National Tax Office Financial Products MD is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the National Tax Office Financial Products MD will develop and provide thought leadership and training for the firm, including with respect to legislative and regulatory updates. 

Job Duties:

Tax Specialization

Applies their in-depth understanding of the technical and practical issues and opportunities regarding the taxation of financial products, including (but not limited to): Debt instruments, including debt issuances and modifications and the application of relevant interest deferral or disallowance rules (., AHYDO and section 163(j)), as well as the use of leverage (debt) in M&A transactions Derivatives Tax hedging transactions Foreign currency transactions Cryptocurrency transactions Dealing, trading, or investing in securities or commodities Intercompany cash management Distressed debt workouts, including bankruptcy transactions Tax amortization (original issue discount) calculations  Serves as a primary technical resource for the technical practice areas described above for the Firm and its clients, including the CTS, STS, and financial services practices

Tax Consulting

Provides tax consulting services to the CTS, STS, and asset management practice (and their clients) on tax issues and opportunities with respect to the taxation of financial products: Serves as a technical resource  Provides verbal and/or written technical advice through email, PowerPoint slide deck, memo, or opinion regarding tax issues with respect to the taxation of financial products Prepares tax amortization (original issue discount) amortization calculations Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”), Provides effective assistance with exam support Frames projects and issues for effective delegation to seniors and associates

Thought Leadership

Assists with the development and presentation of thought leadership for the firm: Drafts articles, insights, and other written materials discussing recent developments, including legislative and regulatory updates Prepares and participates in the presentation of trainings to CTS, STS, and clients on various tax topics May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists

Research

Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis Applies most Firm and professional standards for preparation of WTA and tax returns  Involves additional firm specialists, as appropriate

Strategy Development

Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, ., by reducing taxes or expenses or providing non-tax benefits: Reviews studies of tax implications and offers clients alternative courses of action Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods

Other duties as required

Supervisory Responsibilities:

Supervises associates, senior associates, ,managers, and senior managers on all projects Reviews work prepared by associates, senior associates, managers, and senior managers and provides review comments Trains associates, senior associates, managers, and senior managers on how to use all current software tools Acts as a Career Advisor to associates, senior associates, managers, and senior managers Schedules and manages workload of associates, senior associates, managers, and senior managers Provides verbal and written performance feedback to associates, senior associates, managers, and senior managers

Qualifications, Knowledge, Skills, and Abilities:

Education:

Bachelor’s Degree, required; focus in Accounting, Finance, Economics or Statistics, preferred Juris Doctor (JD), preferred Master’s Degree in Taxation, preferred

Experience:

 Seven (7) or more years of prior relevant tax experience and/or public accounting, law firm, private industry accounting or consulting/professional services experience, required Prior supervisory experience, required Expertise Industry experience in one or more tax specialty, preferred

License/Certifications:

CPA certification, Attorney (admitted to practice in a . jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required  Possession of other professional degrees or certifications applicable to role, preferred

Software:

Proficient with the Microsoft Office Suite, including Microsoft Excel and PowerPoint, preferred Experience with tax research databases, including Tax Notes, CCH, or BNA, preferred

Language:

N/A

Other Knowledge, Skills & Abilities:

Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical and critical thinking skills as well as decision-making skills Strong tax research skills using on-line resources, including BNA and CCH Ability to work well in a team environment Ability to develop and manage a team of tax professionals Ability to compose written tax advice Superior attention to detail  Ability to effectively develop and maintain client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

  • Tax Preparer

    5 months ago

    Oak Brook, United States QTA Tax, Ltd. Part time $30 - $50

    We are seeking a skilled and knowledgeable Tax Preparer to join our team. The ideal candidate will have a strong understanding of tax laws and regulations, as well as experience in preparing and filing tax returns for individuals and businesses. The Tax Preparer will work closely with clients to gather necessary financial information, analyze their tax...

  • Senior Sales Executive

    4 weeks ago

    Oak Brook, Illinois, United States Inspira Financial Full time

    Job SummaryAs a Senior Sales Executive at Inspira Financial, you will play a key role in building our business in the national accounts, middle markets, small group markets, distribution channel, group insurance, and specialty products areas. This role requires a strong understanding of alternative assets, including hedge funds, fund of funds, private...

  • Tax Office Manager

    4 weeks ago

    Oak Lawn, Illinois, United States H&R Block Full time

    Job Title: Multi-Unit Team LeaderAbout the Role:We are seeking a highly skilled and experienced Multi-Unit Team Leader to join our team at H&R Block. As a Multi-Unit Team Leader, you will be responsible for providing leadership and guidance to our tax office teams, ensuring that our clients receive exceptional service and that our offices operate efficiently...

  • Senior Product Manager

    4 weeks ago

    Oak Brook, Illinois, United States Inspira Financial Full time

    About the RoleWe are seeking a highly skilled Senior Product Manager to lead the development of our Health & Benefits platform. As a key member of our product team, you will be responsible for defining and delivering a state-of-the-art solution that meets the evolving needs of our customers.Key ResponsibilitiesDevelop and execute a product vision that aligns...

  • Tax Office Manager

    3 weeks ago

    Oak Lawn, Illinois, United States H&R Block Full time

    Job Title: Multi-Unit Team LeaderAbout the Role:We are seeking a highly skilled and experienced Multi-Unit Team Leader to join our team at H&R Block. As a Multi-Unit Team Leader, you will be responsible for providing leadership and guidance to our tax office teams, ensuring that our clients receive exceptional service and that our business objectives are...

  • Senior Tax Manager

    3 weeks ago

    Oak Brook, Illinois, United States Gilder Search Group Full time

    A leading global financial services firm is seeking a Tax Senior Manager to join their team. Ranked #1 globally, our client is a privately owned fund administrator with a strong reputation for cost-effective and reliable fund administration solutions.They have achieved more than 30 years of year-over-year growth solely via client referrals and maintain a...

  • Taxation Specialist

    1 month ago

    Oak Brook, Illinois, United States BDO Full time

    Job Summary:The National Tax Office Financial Products Managing Director is a key role that specializes in the taxation of financial products. This position is responsible for advising CTS and STS office team members, as well as their clients, on the tax implications of their business objectives. The Managing Director will evaluate and select alternative...

  • Financial Planning Director

    2 weeks ago

    Saddle Brook, United States Lee Nolan & Koroghlian LLC Full time

    Founded in 1991, Lee, Nolan & Koroghlian, LLC has been providing reputable, caring, and unprecedented financial services to our clients for over 30 years. Our firm is currently seeking an experienced, fee-based financial planning professional to join our team as Financial Planning Director, in Saddle Brook, NJ. As Financial Planning Director, you will work...

  • Senior Product Manager

    3 weeks ago

    Oak Brook, Illinois, United States Inspira Financial Full time

    About the RoleAt Inspira Financial, we're seeking a seasoned Senior Product Manager to lead our Data Insights vision and delivery. This role will be part of an innovative build team designing a state-of-the-art platform for our Health & Benefits customers.Key Responsibilities:Envision and create compelling data analytics solutions for Partners and...

  • Tax Director

    4 days ago

    Saddle Brook, New Jersey, United States CBIZ Full time

    About CBIZCBIZ, a leading provider of accounting and advisory services, has joined forces with Marcum LLP to offer unparalleled support to clients across various industries.As part of this new partnership, we are excited to confirm that our team remains dedicated and committed to delivering exceptional service and expertise.We cater to diverse sectors...

  • Tax Office Manager

    3 weeks ago

    Oak Lawn, Illinois, United States H&R Block Full time

    Multi-Unit Team Leader Job DescriptionAbout the Role:We are seeking a highly skilled and experienced Multi-Unit Team Leader to join our team at H&R Block. As a Multi-Unit Team Leader, you will be responsible for providing leadership and guidance to our tax office teams, ensuring that our clients receive exceptional service and that our business goals are...

  • Senior Product Manager

    3 weeks ago

    Oak Brook, Illinois, United States Inspira Financial Full time

    Job OverviewAt Inspira Financial, we're committed to strengthening and simplifying the health and wealth journey for our clients. As a Senior Product Manager - Accountholder Experience, you'll play a crucial role in designing and delivering innovative solutions that meet the evolving needs of our accountholders.Key Responsibilities:Develop and execute a...

  • Chief Financial Officer and Operations Director

    4 weeks ago

    Brook Park, Minnesota, United States Queens Carbon Full time

    About UsQueens Carbon is a pioneering company dedicated to decarbonizing the cement and concrete industry. Backed by Breakthrough Energy Fellows and a $14.5M ARPA-E grant, we're developing a revolutionary production process that significantly reduces CO2 emissions associated with cement production.Our mission is to enable gigaton-level reductions in CO2...

  • Tax Manager

    1 month ago

    Oak Brook, United States Jobot Full time

    Job DescriptionJob DescriptionManufacturing Company looking for a Tax AnalystThis Jobot Job is hosted by: Ryan KilroyAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $90,000 - $130,000 per yearA bit about us:We provide products and services to protect people and our planet. Headquartered in Oak Brook, IL,...

  • Senior Director of Management Advisory Services

    3 weeks ago

    Oak Brook, Illinois, United States DaVita Full time

    Job Summary:The Senior Director of Management Advisory Services at DaVita is responsible for leading the development and execution of our go-to-market strategy related to all Management Advisory Services (MAS) lines, including business transformation, finance performance improvement, business process optimization, and other operational areas.In this role,...

  • Tax Manager

    3 weeks ago

    Oak Brook, Illinois, United States Jobot Full time

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at Jobot. As a Tax Manager, you will be responsible for preparing, coordinating, and timely filing of US consolidated federal income tax return, estimated tax payments, calculation and documentation of federal tax credits and inclusions such as research and development,...

  • Tax Manager

    4 weeks ago

    Oak Brook, Illinois, United States Jobot Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to join our team at Jobot. As a Tax Manager, you will be responsible for preparing, coordinating, and timely filing of US consolidated federal income tax return, estimated tax payments, calculation and documentation of federal tax credits and inclusions.Key ResponsibilitiesPreparation, coordination, and...

  • Chief Financial Officer and Operations Director

    3 weeks ago

    Pine Brook, NJ, United States Queens Carbon Full time

    About UsQueens Carbon is a pioneering company dedicated to decarbonizing the cement and concrete industry. Backed by Breakthrough Energy Fellows and leading venture capitalists, we're developing a revolutionary production process that significantly reduces CO2 emissions associated with cement production. This technology has the potential to enable...

  • Tax Manager

    2 months ago

    Oak Brook, United States Robert Half Full time

    Job DescriptionJob DescriptionTo apply to this role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0mFeeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Tax Manager. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home...

  • Chief Operating Officer

    2 weeks ago

    Oak Ridge, United States Oak Ridge National Laboratory Full time

    Requisition Id13836 Overview: As a U.S. Department of Energy (DOE) Office of Science national laboratory, Oak Ridge National Laboratory (ORNL) has an extraordinary 80-year history of solving the nation's biggest problems. We have a dedicated and creative staff of over 6,000 people! Our vision for diversity, equity, inclusion, and accessibility (DEIA) is...