Tax Senior, Integrated Tax and Financial Services

Job Description

Job Description

Tri Star Sports and Entertainment Group is a renowned business management firm serving high net-worth clients in the sports and entertainment industry. Tri Star provides comprehensive financial and advisory services including accounting, tax, tour management and wealth preservation strategy. We foster a culture of professionals who are committed to super serving our clients and their trusted advisors. Tri Star seeks to employ innovative methods to provide the highest level of accounting and business management services. We create a financial foundation and path to sustain growth and stability which allows our clients to focus on their fullest professional and personal goals.

Position Summary

The Tax Senior is responsible for the accuracy of all financials and ensures deadlines are consistently met. This role is an internal, non-client facing role, and works in a collaborative partnership with the Business Management (BM) team to super-serve the Tri Star client. This is an elevated position and requires exceptional organizational skills, initiative, and the ability to complete multiple projects in a deadline driven environment. The Tax Senior must be able to communicate effectively and understand the need to work in an integrated manner within the department for the purpose of meeting goals, objectives, and knowledge.

Job Essentials, Responsibilities, Duties

Review financial statements and supporting documents for accuracy and completeness.

Ensure the issuance of financial reporting packages (annual, quarterly, monthly, and weekly deliverables).

Ensure implementation and accuracy of existing policy and procedure.

Offer improvements to meet best business practice for company standards and policy and procedure.

Assist in training, development, and education of the accounting teams.

Oversight of tax work paper prep; liaison with tax Manager to provide necessary data for the completion of all tax processes.

Sign off on 1099 reports before tax team review.

Work with team to establish ad hoc financial projects & reporting as needed.

Review and summarization of all client agreements.

Review annual insurance renewals; ensure coverage and explain risk assessment.

Finalize creation of budgets and ensure monthly reporting sent to clients.

Oversee estate planning, ensure an estate plan is in place and assets are properly titled.

Review completed ad hoc projects.

Review and approve monthly commission reports.

Establish financial and operating metrics to measure performance.

Ensure creation of budgets and forecast and oversee monthly budget to actual reporting.

Ensure annual payroll reconciles to GL and all payroll Federal and state compliance is met.

Maintains the log of all filings and reported information, providing accountability for accuracy and timeliness.

Participates as an active member of the management team and contributes to best accounting practices.

Collaborate with the tax team on deliverables and provide client documentation to successfully meet tax deadlines.

Participates in new client roll-ins, ensuring the scope of services to be provided is fully understood.

Training, development, and education of Business Management Team on Policies and Procedures.

Proactively identify and communicate with management on all issues or concerns.

CLIENT SERVICE

Proactively identify opportunities for improving service, communication, and deliverables.

Maintain delivery of timely and accurate information.

Anticipate problems and proactively provide solutions.

Establish strong working relationships with Tri Star Sports & Entertainment team, leveraging internal and external resources where appropriate to meet Client’s needs.

Develop presentations for various levels of management relative to their needs.

ACCOUNTING / FINANCIAL

Oversee the preparation of financial reporting packages within required due dates.

PEOPLE DEVELOPMENT

Identify training courses to address gaps between current skill sets and required competencies.

Monitor progress against stated objectives.

Promote teamwork both internally and externally.

Develop through coaching, mentoring, and training staff.

ADMINISTRATION

Ensure accurate and up-to-date information is maintained within operating systems.

Ensure Supervisor is updated regarding projects and other information as needed.

Ensure that all working papers are properly organized, stored, & retrievable.

Maintain documentation of status for all assigned tasks.

Support paperless philosophy via the use of scan and save technology.

TECHNOLOGY / COMPUTER SKILLS

Demonstrates knowledge of QuickBooks accounting software & possesses highly proficient spreadsheet skills with current knowledge of all advanced Excel functions.

Suggests ways to use data analysis tools or otherwise automate processes. Must be tech savvy and enthusiastic about technology.

FACILITATION SKILLS

Participates in meetings with concise, well-thought answers and provides constructive feedback.

Extracts information from informal comments.

PROJECT MANAGEMENT SKILLS

Develops estimates, establishes deadlines, and monitors assignments to ensure timely completion.

Coordinates the work of all resources to achieve maximum productivity.

OPERATIONAL EVALUATION SKILLS

Demonstrates a working knowledge of business management services.

Identifies best practices within the company that may be relevant to the position’s responsibilities.

Uses a wide range and depth of technical or specialized expertise to resolve problems.

TEAMWORK

Shares ideas, innovations and best practices that benefit others and plays multiple roles as needed.

Supports team decisions to people outside of the team and recognizes the success of others.

Understands the need to work in an integrated manner with other members of the department in furtherance of goals, objectives, and perception.

Specific Job Knowledge, skills, and Abilities

BUILDING RELATIONSHIPS

Establishes trust with others.

Cultivates relationships and establishes networks through professional contacts.

Partners with members of the department on assignments which require shared information.

Looks for ways to help others add value.

Takes proactive steps to maintain relationships.

CLIENT FOCUS

Asks questions to determine client expectations and requirements.

Initiates action without being directed or asked to by others.

EFFECTIVE COMMUNICATION

Recognizes the merit of various positions, points of view or competing interests.

Selects the communication style and presentation method that will yield the greatest impact.

Influences others to take action.

Interacts effectively with people of all levels.

JUDGEMENT

Effectively deals with straight forward choices.

Clarifies and examines assumptions with others to reduce uncertainty.

Proactively generates alternative options before making a decision.

Anticipates the long-term consequences of a decision.

PROBLEM SOLVING

Understands relationships among several parts of a problem.

Involves management in process after alternatives have been developed and can be presented.

Sees patterns that help to explain the root causes of complex problems.

Applies creative, practical solutions to solve problems that are not obvious to others.

Brings the right people to address issues.

Qualifications :

Ability to reliably commute and report to the Tri Star office

Bachelor of Science in Accounting, Finance, or Economics with a strong academic record

5-7 years of progressively responsible experience for a major company or division of a large corporation

5 years in a tax-specific role performing preparation or financial review OR Master's of Taxation, required

Experience within the entertainment, family office, or business management industries and / or experience providing services for HNWI where there would be good transferability of skills

CPA or similar designation, required

Tri Star Core Values

PERFORMANCE : We provide clients with excellent reporting and service

HONEST & INTEGRITY : We are transparent and accountable, always being truthful to staff and clients

TEAMWORK : We actively participate in group discussions, tasks, and projects

COMMITMENT : We are dedicated to our roles within Tri Star, the core values of the firm and the clients

TECHNOLOGY : We seek to capitalize on innovative technologies and contribute to positive change in the firm