Tax Manager

Bob Moore Auto Group•Oklahoma City, OK

12d

About The Position

The Tax Manager supports tax accounting and compliance for Black Oak Partners and Bob Moore Auto Group. The role tracks investment inside and outside basis, identifies and resolves discrepancies with accounting teams, and reviews tax returns, K-1s, workpapers, and supporting schedules prepared by outside firms. It assists with tax and financial statement reviews and audits, coordinates tax filings and estimates, maintains tax records and calendars, manages tax notices, researches tax and accounting matters, and advises accounting teams on technical tax issues. The role also helps improve tax processes, documentation, and controls and supports accounting, reporting, and special projects as assigned by the Chief Accounting Officer or Chief Financial Officer.

Requirements

Bachelor's degree in Accounting.
CPA license or CPA-eligible.
5+ years of tax accounting experience, including multistate compliance and work with individuals, trusts, partnerships, and closely held businesses.
Strong understanding of tax-basis accounting and book-to-tax differences.
Ability to evaluate complex transactions for both accounting and tax impact.
Ability to own processes and follow matters through to completion without significant day-to-day direction.
Exceptional organizational skills and attention to detail across numerous entities and deadlines.
Clear written and verbal communication skills, including the ability to explain tax matters to non-tax audiences.
Flexibility to take on new responsibilities and work across two organizations.
Ability to handle sensitive, confidential information with discretion.
Must be able to pass a drug/alcohol urinalysis and drive a vehicle.

Responsibilities

Review financial statements to confirm investments are recorded at tax basis, ensure inside and outside basis is tracked accurately, and identify potential tax implications.
Track inside and outside basis for investments at both organizations, identify discrepancies, and work with accounting teams to resolve them.
Review returns, K-1s, workpapers, and supporting schedules prepared by outside firms for consistency with internal accounting and basis records.
Assist with tax and financial statement reviews and audits by preparing supporting schedules and responding to reviewer and auditor requests.
Serve as the primary internal contact for outside tax firms for Black Oak Partners and coordinate information requests, deadlines, and deliverables.
Coordinate federal and state income tax filings prepared by outside firms, including nonresident, composite, and franchise filings.
Obtain tax estimates prepared by outside firms for each investment and internal company and consolidate them to the respective family member.
Assist the payroll team with state payroll tax matters, including withholding and unemployment registrations when an employee relocates to a new state.
Maintain the tax calendar, extension schedule, open-item lists, and supporting documentation for both organizations.
Maintain records of entity ownership, tax classifications, filing requirements, and significant tax attributes, including carryforwards and elections.
Receive, log, research, and respond to federal and state tax notices, and track each notice through resolution.
Identify tax questions early and determine when outside expertise is needed.
Research tax and accounting matters and evaluate their impact on both organizations.
Assist with tax projections and analysis of distributions, entity transactions, and other tax-sensitive matters.
Monitor federal and state tax law changes and assess their impact on both organizations.
Improve tax processes, documentation, and controls.
Provide technical tax guidance to the Black Oak Partners and Bob Moore Auto Group accounting teams.
Support accounting, reporting, and special projects as assigned by the Chief Accounting Officer or Chief Financial Officer.
Perform other responsibilities as assigned.