Bachelor's degree required; master's degree in taxation preferred
7+ years of experience in public accounting or equivalent
Strong attention to detail with complex tax issues
Proven problem-solving and analytical skills
Exceptional accuracy and ownership of project work
Excellent interpersonal and communication skills
Commitment to confidentiality in all job aspects
Responsibilities
Supervise and develop tax department personnel
Manage individual, gift, trust, and investment entity tax compliance processes
Review tax filings for completeness, accuracy, and risk mitigation
Manage IRS and state examinations and notices
Collaborate on strategic tax planning opportunities
Assist in preparation and review of trust estate planning documents
Research and implement efficiencies and best practices within the department
Benefits
Collaborative work environment
Opportunity for professional development
Engagement with diverse clients including individuals and entities
Involvement in strategic tax planning initiatives
Exposure to complex tax compliance and consulting scenarios
Full Job Description
The Opportunity The Tax Manager will be part of a team responsible for the management of individual, gift, and trust tax compliance and consulting. In addition, the Tax Manager may also participate in managing certain aspects of investment entity tax compliance and trust and estate administration. The specific responsibilities of the Tax Manager will be assigned based on their previous work experience. The Tax Manager will report to the Director - Tax and collaborate with tax department leadership to provide exceptional service and counsel to the individuals, trusts, foundations, and investment entities that RDV Corporation serves.
What You'll Do
Supervision and development of tax department personnel
Management of individual, gift, trust, or investment entity tax compliance process including workpaper design and automation, record management and retention, and working with external service providers
Review of individual, gift, trust, or investment entity tax filings for completeness, accuracy, and risk mitigation
Management of IRS and state examinations and notices
Work with the team on analysis and implementation of strategic tax planning opportunities
Work with the Director of Trusts & Estates and outside legal counsel in preparation and review of trust estate planning documents, if assigned based on experience
Display pro-active initiative to research, suggest, and implement efficiencies and best practices within the department
What You'll Bring
Must have a bachelor's degree with a master's degree in taxation preferred
Minimum of 7 years of experience with a public accounting firm or equivalent
Must have a strong attention to detail with the ability to understand complex tax issues
Must display strong problem-solving skills and analytical abilities
Demonstrates exceptional accuracy and ownership of project work and results including following through on commitments
Excellent interpersonal, collaborative, verbal, and written communications skills with the ability to collaborate with a variety of people including internal team members, business executives, clients, external partners, vendors, and government representative
Uncompromising commitment to highest level of confidentiality in all aspects of job responsibilities
