Tax Manager - California, United States - Phoenix American

Phoenix American California, United States

1 month ago

Show more Collapse job

Description

Phoenix American is excited to offer a job opportunity to qualified applicants interested in being part of a growing company with a relaxed and friendly work environment.

Phoenix American Incorporated is made up of a diversified group of companies providing financial services to clients over a long career beginning in 1972.

Our Financial Services Company is a registered transfer agent with the SEC and has administered millions of investments for hundreds of funds.

We are a leader in the field of securitization administration and accounting managing over $14 billion of aviation assets at original issuance.

We have a reputation for excellence providing distinctive quality, superior technology and committed customer service to our clients over a career of over 50 years.

Phoenix American has a growing staff and is currently offering a number of career opportunities.

We are currently seeking an individual to help grow our Investor Tax Services Department for clients that manage various non-traded investment programs including private equity funds, venture capital funds and real estate investment trusts (REITs).

The Tax Manager will be responsible for managing all aspects of client investor tax reporting services and assisting with various levels of corporate sales, property and tax reporting responsibilities.

This is a hybrid career position. Applicant must be able to commute to Larkspur, CA.
Responsibilities for this career opportunity include:

Maintaining continuous interaction with clients
Managing expectations and ensuring outstanding client service
Partnering with tax professionals to provide comprehensive tax solutions.
Assisting with the preparation of client activity reconciliations, including distributions, interest, gross & net redemptions, and return of capital.
Overseeing accurate preparation and distribution of client 1099 and K-1 forms.
E-filing 1099s with the IRS and CA FTB
Providing K-1 information to clients for their own tax E-filing.
Assisting with E-filings of client tax returns and K-1s.

Additional tasks of career position:
Determine all information required to ensure/complete accurate tax compliance products within budget. Formulate a plan to gather/communicate information. Determine areas of exposure and adapt to challenges in the compliance process.
Provide timely and high-quality services and work products that exceed client expectations.

Help to develop and guide staff and other junior tax professionals by providing effective performance feedback, on-the-job training, and ensuring team responsibilities are consistent with skills and career developmental goals.

Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations.

Keep team members informed of work status.
Understand complex investment structures
Prepares/review S corporation federal and state income tax returns, including preparation/review of applicable account analysis.
Prepares/reviews estimated income tax payments
Prepares/reviews sales and property tax filings
Coordinates e-filing of all tax returns
Qualifications for Career Opportunity

Bachelor's Degree with an emphasis in accounting, finance or a related field and approximately 5+ years of PE tax-related career experience
An advanced degree in tax or law is highly desirable
CPA certification, Enrolled Agent or JD a plus but not required
Big 4 career experience a plus
A minimum of 3 years of career experience with alternative investment fund tax or equivalent career experience in business or the financial services industry
Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
Knowledge of foreign reporting requirements
Broad career exposure to federal income taxation and some exposure to state and local taxation.
Excellent managerial, organizational and verbal/written communication skills.
What This Career Position Offers

A high level of visibility within the Phoenix American organization.
An upwards career trajectory.
The ability to define marketing processes, drive innovation and have a tangible impact on the business.

Career position is part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline.

Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.
The opportunity to innovate, bring discipline to brand activity and really make a difference.
Additional Information

Equal Opportunity Employer

All applicant information for this career opportunity will be kept confidential according to EEO guidelines.
This career position is not eligible for Visa Sponsorship.

Administration, accounting and complete outsourced back-office services enabling fund managers to concentrate on investments and sales.
Headquarters
125 E. Sir Francis Drake Blvd.
Suite 301
Larkspur, CA 94939

Arizona
2550 W. Union Hills Drive
Suite 350
Phoenix, AZ 85027
New Hampshire
Pine Tree Place
360 Route 101, Suite 1501
Bedford, NH 03110
Global Offices

Privacy Overview
#J-18808-Ljbffr

We have other current jobs related to this field that you can find below

International Tax Manager

1 week ago

Ideavillage California, United States

Procore's Tax Department is a team of highly motivated and high-performing individuals that value collaboration in a fast-paced environment. Our department is a focal point that empowers cross-functional business partners to achieve exceptional business outcomes. · We're looking ...
Tax Senior Manager

2 weeks ago

TONI GROUP LLC California, United States

Well established, highly profitable regional CPA firm seeks a Tax Senior Manager to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both ...
International Tax Manager

1 week ago

ProCore CPA California, United States

Company DescriptionJob Description Procore's Tax Department is a team of highly motivated and high-performing individuals that value collaboration in a fast-paced environment. Our department is a focal point that empowers cross-functional business partners to achieve exceptional ...
Tax Senior Manager

2 weeks ago

Bridgeway Professionals Inc California, United States

Well established, highly profitable regional CPA firm seeks a Tax Senior Manager to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both ...
Tax Senior Manager

1 week ago

Cameron Craig Group California, United States

Well established, highly profitable regional CPA firm seeks a Tax Senior Manager to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both ...
Tax Manager and Seniors

1 week ago

ITech Consulting Partners California, United States

Tax Manager and Seniors - Remote - Home Based Flexible Hours · Apply · Posted · May 8, 2024 · Top ranked regional CPA firm is searching for talented tax professionals at the Senior and Manager levesl. We provide a wide range of tax and related consulting services to individual a ...
Senior Tax Manager

2 weeks ago

Platform Accounting Group California, United States

Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strateg ...
Senior Tax Manager

2 weeks ago

Sensiba San Filippo California, United States

Looking to work at a firm that encourages a work life balance and a path to Partnership? · Sensiba is always looking for top talent to add to our integrated team. We have an exciting opportunity for an accomplished, driven, and results-oriented · Trust and Estate Senior Tax Man ...
Tax Manager

4 weeks ago

Kemper CPA Group LLP California, United States

Kemper CPA Group LLP, a top 100 public accounting firm, is a multifaceted regional CPA firm with 26 offices in Indiana, Illinois, Kentucky, and California. We are currently seeking qualified candidates for a Tax Manager position in our Merced, California office. Candidates may be ...
Senior International Tax Manager

2 weeks ago

Backbase California, United States

At the Global Headquarters of Backbase in Amsterdam, we have an opening for a new Senior International Tax Manager position. · Reporting directly to the Group Tax Director, you will play a crucial role in managing our global tax operations and ensuring compliance with internatio ...
International Tax Manager

2 weeks ago

UPS California, United States

Before you apply to a job, select your language preference from the options available at the top right of this page. · Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented t ...
Manager (Indirect Tax)

4 weeks ago

Kirtane & Pandit LLP California, United States

Responsibilities: · Handling GST retainership and compliances for various manufacturing and service clients, advisory on taxability and transaction structuring from GST perspective. · Leading the team for GST Compliances. · Planning & Coordinating with clients for return and Annu ...
Tax Manager

2 weeks ago

Oracle Jefferson City, United States

Job Description · Role: US International Tax Manager · Location: Denver, CO (hybrid - a couple of days a week in the office) · In this position the candidate will assist in the preparation and review of all U.S. international tax calculations, tax forms, and provision for inco ...
Tax Director

1 week ago

ITech Consulting Partners California, United States

Location · Woodland Hills, CA · Remote Available · Posted · May 13, 2024 · This job may be performed in-office, hybrid or remotely. Candidates in PST time zone preferred. · Responsibilities · Performs technical tax review and approval of all tax returns and governmental tax ex ...
USA - Associate Tax Director

6 days ago

Avesta Computer Services California, United States

Job Title: Associate Tax Director · Location: Los Angeles, CA (Hybrid) · Type: Fulltime · : · We have an exciting opportunity for an Associate Tax Director The Associate Tax Director is an integral part of the tax compliance group primarily responsible for domestic compliance an ...
Senior Tax Executive

2 weeks ago

Tax Consultancy LLC California, United States

MGMT is a market-leading specialist that is an expert in taking care of Businesses' organizational operations, marketing strategies, technology, transformation, digitization, GAP analysis, Business automation, Business advisory, audit, and tax. MG Management and Tax Consultancy i ...
Head of Tax

1 week ago

Archer California, United States

Archer is an aerospace company based in San Jose, California building an all-electric vertical takeoff and landing aircraft with a mission to advance the benefits of sustainable air mobility. We are designing, manufacturing, and operating an all-electric aircraft that can carry f ...
Manager Accounts

2 weeks ago

Last Updated 1 016 Nishat Chunian Group California, United States

Manage monthly, quarterly and annual financial reporting process and ensure the reported results comply with applicable financial reporting standards · Oversee and manage day-to-day accounting activities including accounts payable, accounts receivable, general ledger and taxes · ...
Senior Tax Accountant

4 weeks ago

Kemper CPA Group LLP California, United States

Kemper CPA Group LLP, a top 100 public accounting firm, is a multifaceted regional CPA firm with 26 offices in Indiana, Illinois, Kentucky, and California. We are currently seeking qualified candidates for a Senior Tax Accountant position in our Merced, California office. Candida ...
Manager - Accounts & Finance LLP

2 weeks ago

Matangi Industries California, United States

Designation : Manager - Accounts & Finance · Job Description · Qualification : · Preferred Chartered Accountant (CA)/ Intern CA/ MBA · Experience : Minimum 5 years of experience in a manufacturing Industry. Candidate must be from Ahmedabad location only. · Manage team of Accou ...