Tax Manager - Individuals & Trusts

RDV Corporation

$90K — $120K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree; master's degree in taxation preferred.
  • 7+ years of experience in public accounting or equivalent.
  • Strong attention to detail for complex tax issues.
  • Proven problem-solving and analytical skills.
  • Demonstrates accuracy and ownership of projects.
  • Excellent verbal and written communication skills.
  • Commitment to confidentiality in job responsibilities.

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.
  • Handle IRS and state examinations and notices.
  • Analyze and implement strategic tax planning opportunities.
  • Collaborate on preparation and review of trust estate planning documents as needed.
  • Research and suggest efficiencies and best practices within the department.

Benefits

  • Collaborative work environment with a focus on professional development.
  • Opportunity to manage diverse tax compliance areas, enhancing skill variety.
  • Involvement in strategic tax planning initiatives.
  • Access to a network of external legal and financial resources.
  • Commitment to maintaining high standards of confidentiality.
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 Associate 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


Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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