What are the responsibilities and job description for the Tax Manager position at Synerfac?
Tax Manager
Job Duties :
Review / preparation of annual tax reporting forms required by various trusts, most
notably 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
allocations, specific deductions and miscellaneous itemized deductions, income
distribution deduction calculation, relation of principal and income law regarding
distributable net income, and the treatment of capital gains and losses
Accountants, Legal Counsel and others to address issues relating to trusts and their
beneficiaries
support service providers such as CPAs and Legal Counselors
processes and procedures for filing complete, accurate and timely tax returns
knowledge and training
Job Requirements
OTHER SKILLS : Strong PC skills, ability to use Microsoft Office, Experience with trust
accounting software such as AccuTrust or Cheetah a plus, Knowledge of tax
preparation software (CCH Axcess Tax) and tax research software CCH, RIA, and / or
Checkpoint strongly preferred. Must be detail oriented and have excellent
communication skills.