What are the responsibilities and job description for the Tax Director position at 1248 Management LLC?
1248 is a family office investment company located on the Country Club Plaza in Kansas City, MO. We are currently searching for a dynamic people leader to join our team as Director, Corporate Tax. In addition to building a cohesive, engaged team this position is responsible for overseeing the Company’s tax compliance, tax planning and accounting for income taxes for multiple entities, and UHNW individuals of varying complexity. The successful candidate will work with businesses, service providers, and other tax professionals in carrying out his or her responsibilities.
Responsibilities:
- Develop and implement tax strategies to effectively optimize risk management and meet Company objectives
- Provide outstanding tax support, advice, and education to investors
- Prepare comprehensive, transparent, and easy to understand tax reporting for key stakeholders
- Oversee and sign off on completion of federal, state and local income tax returns including all related analysis and support.
- Review and distribution of investor K-1s for pooled investment vehicles and private equity funds.
- Create systems to monitor compliance with applicable tax statute.
- Responsible for audits of federal and state income tax and state and local filings.
- Understand and stay abreast of important tax legislation.
- Design models for use in calculating tax projections and scenarios.
- Communicate tax obligations for cash planning.
- Develop and maintain strategic relationships with third party service providers and other departments within the firm.
- Ensure that appropriate internal controls are in place over accounting for income taxes.
- Assist in estimating and monitoring annual tax liability.
Skills & Knowledge:
- Confident communicator with ability to build strong working relationships in a team environment
- Technical aptitude, organizational and analytical skills
- Ability to conceptualize and support big picture concepts and goals of the organization
- Should be adaptable to changing needs in a fast-paced, entrepreneurial environment
- Enthusiasm to stretch their skill sets and be challenged
- Attention to detail and the ability to effectively problem solve
- Must be comfortable and have a natural aptitude to working strategically and hands on with a client first mindset
- Advanced knowledge of Microsoft Excel
Experience:
- Bachelor’s Degree (B.S.) in Accounting, Master’s Degree in Business Taxation preferred
- 10 years of experience with at least 5 years in a public accounting firm
- In depth knowledge of the tax code, compliance and procedures for C-corps, S-corps, gift and estate, investment partnerships, trusts, and individuals
- Experience with building complex tax models to project impact of current or proposed tax legislation, estimating for quarterly payments, and other analytical projects
- Proven experience managing and developing a team of associates
- CPA or EA is required
We welcome your interest in being a part of the 1248 team. 1248 fosters a dynamic strengths-based culture to achieve success through living our values of Excellence, Belonging, Loyalty, Keep Promises, Optimism, Caring, and Abundance. Our commitment to associates is exemplified by a generous benefits offering including a 100% company paid medical option, 20 days paid time off, charitable giving company match, company paid learning opportunities, and more. 1248 provides an environment where you can thrive professionally while receiving respect for individualism. We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience, and ambition. #LI-TH1
EOE/M/F/D/V