Description
- Oversee and manage the Tax Compliance processes of the 468B Qualified Settlement Funds (QSFs), ensuring deadlines and filing requirements are met.
- Liaise with the India-office Tax Manager to ensure processes and procedures are in place to remain in compliance with all relevant tax regulations including 1120SF Federal Tax Return Filings, estimated payments, 1099s, and state filings as required.
- Engage with the IRS to resolve issues in QSF tax-related matters (must obtain a CAF #)
- Advise QSF internal and external clients on QSF tax planning matters and fund closures
- Establish and implement procedures to ensure proper handling of deductible expenses based upon contract terms for QSF entities
- Recommend enhancements to the design and contribute to the implementation of QSF Accounting controls, policies and procedures
- Enforce documented system of accounting policies, procedures, and internal controls
- Manage special financial and tax projects as required
- Ensure quarterly and annual goals and objectives are on track and achieved for assigned area(s)
- This role does not have direct reports immediately but likely will in the future.
- To be successful the candidate must have the ability to work independently and as a contributing team member.
Requirements
Degree in Accounting or Finance
3+ years’ experience in a managerial role
6+ years Federal tax compliance experience
Experience successfully managing projects to completion
2+ years' experience working directly with the IRS to resolve tax issues
Strong accounting background with experience completing complex reconciliations
2+ years' experience monitoring regulation updates and implementing related changes
Proficiency in MS Office, including intermediate Excel skills
Excellent written and verbal communication skills
High degree of accuracy, organization, and attention to detail
Preferred:
6+ years 468B Trusts tax compliance experience
6+ years multi-unit tax compliance experience
5+ years project management experience
Working knowledge of QuickBooks and NetSuite
Working knowledge of UltraTax CS