Senior Tax Manager

Scentsy/IBF OnlyMeridian, ID

About The Position

Scentsy is looking for a Senior Tax Manager to oversee the preparation and filing of all required income tax returns for various partnerships, S-corps, trusts, and individuals. The ideal candidate must have a minimum of 5-7 years of senior tax experience focused on HNW individuals, S-corps, partnerships, and trusts with a strong background in real estate. The successful candidate must be self-directed and exercise a high level of independent judgment. What You'll Do: Evaluate implications of partnership transactions by utilizing knowledge of partnership, individual, and trust taxation to communicate potential considerations to the broader internal service team Coordinate internally and with external service providers on investment partnership structuring, transactions, and administration Manage external service providers Liaise between in-house investment managers, outside advisors, and internal service teams when evaluating new investments Manage tax projects from initiation to completion, which includes planning, executing, and directing work while effectively controlling time and expenses Develop and recommend tax planning techniques and services for individuals with a high net worth Perform technical tax research and analysis and written memorandums Prepare and review income tax projections; identify and document tax planning positions Manage federal and state tax audits and negotiate tax positions Interact closely with the company, the company owners, and their advisors Recognize complex technical issues, reach appropriate conclusions, and apply authority to support conclusions Assist with educating the internal service team on the impact of partnership transactions to the individual and trust partners Perform all other assigned tasks and requirements as needed

Requirements

  • Bachelor’s degree in Accounting or Tax
  • 5+ years of tax compliance and advisory experience with a focus on high-net-worth individuals and flow-through entities
  • Certified Public Accountant (CPA) certification required or other professional certification relevant to specialized services areas
  • Public accounting experience
  • Knowledge of federal, state and local tax laws and tax compliance
  • Experience with review and preparation of all forms and schedules related to individuals, S-corporations, partnerships, trust, gift tax returns
  • Excellent research, analysis, and problem-solving skills
  • Strong technical tax accounting, and technology skills
  • Proven ability to work on multiple engagements and adhere to tax deadlines
  • Excellent written, oral, and interpersonal communication skills, as well as strong presentation skills
  • Exceptional customer service and consulting skills
  • Excellent organizational, time management, and project management skills
  • Ability to effectively use Microsoft Office Suite, including Word, Excel and PowerPoint

Responsibilities

  • Evaluate implications of partnership transactions by utilizing knowledge of partnership, individual, and trust taxation to communicate potential considerations to the broader internal service team
  • Coordinate internally and with external service providers on investment partnership structuring, transactions, and administration
  • Manage external service providers
  • Liaise between in-house investment managers, outside advisors, and internal service teams when evaluating new investments
  • Manage tax projects from initiation to completion, which includes planning, executing, and directing work while effectively controlling time and expenses
  • Develop and recommend tax planning techniques and services for individuals with a high net worth
  • Perform technical tax research and analysis and written memorandums
  • Prepare and review income tax projections; identify and document tax planning positions
  • Manage federal and state tax audits and negotiate tax positions
  • Interact closely with the company, the company owners, and their advisors
  • Recognize complex technical issues, reach appropriate conclusions, and apply authority to support conclusions
  • Assist with educating the internal service team on the impact of partnership transactions to the individual and trust partners
  • Perform all other assigned tasks and requirements as needed
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