Tax Manager, Robert Half

Tax Manager

Robert Half

Location:

United States, Hockessin

Category:

Finance

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

This role will consist of assisting with preparing complex tax returns, compiling supporting financial statements, reviewing general ledger activities, and assisting with tax audits. The role involves working closely with both internal departments and third-party tax return preparers to ensure the company's compliance with federal and state income tax laws and regulations.

Job Responsibility:

Interpret trust instruments and related documents to ascertain the correct tax classification of each account and the subsequent reporting obligations, while keeping these records up to date
Develop and manage the company's interactions with primary fiduciary income tax return preparers while also liaising with secondary preparers chosen by clients
Coordinate with the Trust Department to organize and facilitate the delivery of financial records to all tax preparers for the creation of estimated and final income tax returns
Supervise and ensure the timely filing of all returns
Stay abreast with changes in laws that could impact the company's accounts and provide timely updates to Trust Officers and senior management
Collaborate closely with the Director of Partnership Financial Reporting & Tax to identify and address issues and events that impact client accounts who invest in those partnerships
Identify opportunities to improve the tax process
Utilize Accounting Software Systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other relevant tools to carry out accounting functions and compliance
Apply knowledge and skills in Public Accounting, Public Accounting Tax, Partnership Taxation, Trust tax, Trust Tax Returns, and Entity Formation
Perform duties related to the Annual Income Tax Provision and auditing
Carry out other tasks as assigned to ensure the smooth running of the department

Requirements:

Bachelors degree in Accounting or Finance
5+ years of experience in Tax
Public Accounting experience /active CPA license
Knowledge of directed trust tax is strongly preferred

Nice to have:

Knowledge of directed trust tax

What we offer:

medical, vision, dental, and life and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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