Tax Manager
Apply NowCompany: Synerfac
Location: Wilmington, DE 19805
Description:
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
* Review/preparation of tax return extensions and estimated tax payments
* Address income tax preparation issues, such as taxable income and expense
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
* Communicate and cultivate relationships with Trust Administrators, Trust
Accountants, Legal Counsel and others to address issues relating to trusts and their
beneficiaries
* Develop and maintain open communication with clients and other third party
support 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 tax
processes and procedures for filing complete, accurate and timely tax returns
* Act as primary departmental resource for trust tax preparation, review and planning
knowledge and training
* Mentor and share tax knowledge with others
Job Requirements
* 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 preferred
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.
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
* Review/preparation of tax return extensions and estimated tax payments
* Address income tax preparation issues, such as taxable income and expense
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
* Communicate and cultivate relationships with Trust Administrators, Trust
Accountants, Legal Counsel and others to address issues relating to trusts and their
beneficiaries
* Develop and maintain open communication with clients and other third party
support 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 tax
processes and procedures for filing complete, accurate and timely tax returns
* Act as primary departmental resource for trust tax preparation, review and planning
knowledge and training
* Mentor and share tax knowledge with others
Job Requirements
* 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 preferred
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.