Tax Manager

*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period.

JOB OVERVIEW:

The Manager of Tax ensures compliance with all tax regulations and reporting requirements. Researches and recommends the most effective ways for the organization to meet its tax responsibilities, while maximizing all opportunities related to credits and exemptions.

RESPONSIBILITIES & DUTIES:

• Prepares the filing and reporting of the organization’s recipient tax documents, including but not limited to: Forms 5498, 1099, 945.
• Partners with the Company’s third-party tax vendor to ensure all IRS recipients and transmittal filing deadlines are met.
• Manages the reporting and filing of the Company’s escheatment process to ensure all regulatory guidelines are followed and all reports are filed by the state-established deadline.
• Partners with the Company’s third-party escheatment vendor to ensure all state-mandated due diligence, reporting, and remittance activities are complete by the state-established deadlines.
• Stays current with any regulatory tax reporting requirements and ensures that all procedural updates or client communications are made pursuant to the IRS rules and regulations.
• Partners with Finance to resolve all IRS and State tax agency inquiries and communications.
• Oversees and completes any necessary tax reporting and filing corrections from the trust accounting system through revised tax form delivery and amended filings.
• Ensures that all regulatory mailings are completed and delivered in accordance with IRS requirements.
• Drives business results by acting as a subject matter expert, fostering an environment that creates process efficiencies, leading project initiatives, and ensuring the implementation of projects goes according to plan.
• Tracks progress against goals or post-mortem tax items and presents results, insights, and recommendations to management.
• Meets with individual team members monthly to provide feedback on performance.
• Implements team and individual training needs and continuing education opportunities.
• Prepares and delivers corrective action plans, and completes performance appraisals in accordance with company guidelines.
• Integrates the tax accounting records of acquired entities into the appropriate records.
• Makes recommendations on tax credits and exemptions.
• Collaborates with internal and external stakeholders on tax related issues.
• Assists with internal and external tax or escheatment audits and preparing guidelines and or policies related to tax compliance.
• Support quarterly custodial statement process to ensure accurate reporting and timely delivery.
• Evaluates processes and systems to identify gaps or create process improvements.
• Research tax related issues.
• Manages special projects within the team and supports projects and initiatives across the organization.
• Performs other duties as assigned.

QUALIFICATIONS:

• Bachelor’s degree in Accounting or Finance; relevant work experience in lieu of a degree may be considered.
• Minimum five (5) years of relevant experience including direct team management in a financial services, banking, or operational role.
• Financial services experience preferred.

PROFESSIONAL CERTIFICATIONS:

• None required

TECHNICAL SKILLS:

To be successful in this role, you should have experience with and an understanding of the following:

• Advanced level proficiency in Microsoft Office.
• Experience supporting tax audits.

CULTURAL COMPETENCIES:

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Manages Complexity
• Builds Effective Teams
• Ensures Accountability
• Self-Development

PHYSICAL DEMANDS/WORK ENVIRONMENT:

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.