Tax Accounting Manager

Rose Financial Solutions LLC•North Bethesda, MD

2d•Hybrid

About The Position

ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby®, a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance. Rose Financial Solutions (ROSE®) is seeking a Tax Accounting Senior who has a strong tax background, leadership experience, and a passion for automation and process improvement. ROSE builds unique solutions for its clients, providing the people and technology small to mid-sized companies need to scale. If you love connecting great people to awesome solutions and are looking for that next big thing, apply here!

Requirements

Completed Bachelor's Degree in Accounting.
Minimum 10+ years' experience in tax preparation and review.
Excellent knowledge of federal and state tax laws and regulations.
Strong knowledge of Excel, Word and Quick Books.
Demonstrated experience managing or mentoring staff.
Strong written and verbal communication skills. Must be able to communicate clearly and concisely with senior management, client administration, portfolio managers and high-net-worth clients.
Thrives in an environment that celebrates excellence and "does what it takes" to meet and exceed client and staff expectations
Strong reconciliation and analysis skills.
Interest in process improvement and automation.
A team player.

Nice To Haves

EA or CPA is a plus (not required upon hire).

Responsibilities

Manage and review complex tax engagements, including corporate, fiduciary (complex, grantor, simple, and split-interest), gift, individual, partnership, and private foundation tax returns
Oversee preparation of tax workpapers, lead sheets, tax projections, and estimated tax payments
Serve as a trusted advisor to clients by analyzing tax positions, identifying planning opportunities, and providing recommendations to minimize tax liabilities
Perform and review tax research to support planning and compliance initiatives
Oversee preparation and review of client compliance filings, including:1099 year-end information reporting, Monthly or quarterly sales tax filings, Annual business license and personal property tax returns.
Stay current on federal, state, and local tax law developments and assess their impact on clients
Lead, mentor, and review the work of Tax Accounting Seniors and other team members
Assist with resource planning, workflow management, and engagement timelines
Support the general administration of the Tax Department, including process documentation and quality control
Lead or contribute to special projects, including process improvement, automation initiatives, and internal research efforts
Promote continuing education and knowledge-sharing within the tax team