What are the responsibilities and job description for the Tax Manager position at Synerfac Technical Staffing?
Tax ManagerJob Duties : Review / preparation of annual tax reporting forms required by various trusts, mostnotably Form 1041 : Fiduciary Income Tax Returns and related state income tax forms
- Review / preparation of other tax forms as needed relating to distributions, gifts,estate, and generation skipping taxes for the trust and its beneficiaries
- Review / preparation of tax return extensions and estimated tax payments
- Address income tax preparation issues, such as taxable income and expenseallocations, specific deductions and miscellaneous itemized deductions, incomedistribution deduction calculation, relation of principal and income law regardingdistributable net income, and the treatment of capital gains and losses
- Communicate and cultivate relationships with Trust Administrators, TrustAccountants, Legal Counsel and others to address issues relating to trusts and theirbeneficiaries
- Develop and maintain open communication with clients and other third partysupport service providers such as CPAs and Legal Counselors
- Research and prepare tax memorandums supporting material tax positions
- Support and contribute to the establishment of meaningful, effective and efficient taxprocesses and procedures for filing complete, accurate and timely tax returns
- Act as primary departmental resource for trust tax preparation, review and planningknowledge and training
- Mentor and share tax knowledge with others
- MUST HAVE Bachelor's degree in accounting, finance, taxation or other related field of study
- Minimum of 10 years of experience in taxation REQUIRED. At least 3 years of trust experience.
- At least 5 years of Public Accounting experience
- MUST HAVE active CPA license
- Knowledge of directed trust tax issues is strongly preferredOTHER SKILLS : Strong PC skills, ability to use Microsoft Office, Experience with trustaccounting software such as AccuTrust or Cheetah a plus, Knowledge of taxpreparation software (CCH Axcess Tax) and tax research software CCH, RIA, and / orCheckpoint strongly preferred. Must be detail oriented and have excellentcommunication skills.
