Sr. Tax Manager

Job Summary

Responsible for the coordination of tax compliance matters and functions as the primary internal resource for a privately held, U.S domiciled, diversified holding company.  The S Corp/Partnership entity structure results in operating and portfolio income at both the entity and Shareholder/Partner level, which requires a broad depth of experience with an emphasis on individual high-net-worth taxation.  Operating income is from Consumer Products and Real Estate businesses.  Portfolio income is from Active and Passive Investments allocated amongst Global Equities, Private Investments, Hedge Funds and Fixed Income. 

Duties and Responsibilities

•    This role reports directly to the Vice President Investment and Tax and interacts with team members in the corporate office, subsidiaries and affiliated partnerships regarding all matters related to tax
•    Coordinates with external advisors the preparation of the US federal, state, and local income tax returns, international tax filings, 1099 and 1042 filings, foreign bank account filings for the company and its owners
•    Coordinates payments and estimates of income tax liabilities of company and its owners
•    Prepares tax analyses and reports for monthly, quarterly, and year-end tax provisions
•    Maintains, and educate as appropriate, an up-to-date knowledge and understanding of current federal, state, and local tax regulations to ensure the company is compliant in nexus jurisdictions and current with all required tax filings including investment activities and partnership taxation
•    Responsible for SALT compliance process along with setup and configuration of reporting systems and ongoing filing requirements
•    Coordinates tax audits including interacting with regulatory authorities, preparing/reviewing responses and analyses; responding promptly to resolve tax issues and notices
•    Prepares ad hoc analyses, manage special tax projects including coordination with external advisors/consultants as needed
•    Administers transfer pricing reviews to ensure documentation is sufficient to comply with local regulations
•    Performs tax research on a wide range of topics including developments in US federal, state and local tax law, accounting methods and tax credits
•    Partners with the company’s legal team in managing the company’s annual registrations and renewals in various jurisdictions for the company and its subsidiaries and affiliates
•    Works with IT on all technical matters an relating to tax applications
•    Promotes ethics and compliance; builds and sustains an environment where adherence to and reinforcement of the highest standards of integrity and ethics are the norm.  

Qualification Requirements

Minimum Education:  Bachelor’s degree with emphasis in Tax and Accounting.    

Minimum Work Experience:   10+ years of progressive experience with a Private Equity, Family Office/Trust Company, public accounting or law firm that deals with taxation of high-net-worth individuals, partnerships and/or S Corporations

License(s) / Certification(s):  CPA or equivalent required; Master of Taxation preferred

Knowledge, Skills and Abilities

• Exceptional interpersonal skills required along with excellent verbal and oral communication skills. Ability to communicate to all levels confidently and effectively within the company including the shareholders and their advisors
• Excellent Personal Computer (PC) skills, including Microsoft Word, Excel, and PowerPoint
• Time management skills and the ability to work effectively under time constraints and meet required deadlines
• Ability to multi-task and project management skills, including the ability to effectively manage multiple projects of various diverse scope in a cross-functional environment
• Prior experience with SAP/S4 a plus

Physical Requirements

Represents the appropriate physical requirements of the job in the course of the work.