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Tax Manager

Lockwood & Swalm Atlanta, GA
  • Expired: 20 days ago. Applications are no longer accepted.

We are seeking a Tax Manager

Responsibilities:

  • Working as part of a team and utilizing resources to add value to clients, the Manager is responsible for the preparation of complex tax compliance engagements. The Manager often leads and trains Staff on basic engagements and performs a detailed first-review on those projects.

Job Description:

Tax Manager for public financial accounting firm. Plan, execute, and complete various tax compliance and consulting engagements for public and private clients within commercial and real estate industries. International/REIT Tax Specialist. Prepare/review complex foreign and REIT tax returns along with consolidated C Corporation, S corporation, partnership, and individual tax returns; Consult with clients on tax planning and compliance projects within pension, private equity, timber, real estate, and commercial markets; Prepare complex tax provision schedules and work papers; Conduct quarterly and annual REIT tests; Assist in preparation of tax forms including Forms 1042-S, 1042-T, 1042, 5472, 1116, 5471, FinCEN 114, 8938, 1120-F, 1120-REIT, 8865, 8612, and 2438; Conduct rigorous tax, interest, and penalty calculations for projections and estimates by legal entity; Research and analyze tax laws, court cases, and rules and regulations for proper tax application to client specific situations.

Duties and responsibilities

Commitment to Client Service

  • Develops effective working relationships with clients and firm associates
  • Collaborates with others to provide quality service to clients
  • Attends and is able to participate in client meetings as needed
  • Is able to identify potential tax issues during planning of engagement
  • Communicates with the IRS and other state authorities in a professional manner when applicable
  • Confidently responds to federal and state notices​

Technical Skills

  • Accurately prepares complex partnership, S Corporation and individual tax returns
  • Develops an understanding of IRC sections 1445 (FIRPTA) and 1446 along with related tax forms (1042, 8804, 8805)
  • Develops a working knowledge of partnership taxation including book-ups under §704(b) and step-ups under §754
  • Efficiently reviews tax returns from Staff as a first reviewer
  • Prepares and reviews income tax projections and estimate calculations
  • Accurately performs research and writes technical memorandum in a readable format
  • Researches and prepares work papers for various book to tax differences
  • Identifies area of specialization and is continuously refining skills, knowledge and expertise

Leading People

  • Mentors Staff and Interns on return review notes
  • Builds and maintains positive relationships across the firm
  • Supports Staff and Interns in professional development
  • Contributes and supports new ideas​

Business Results

  • Executes feedback to minimize repeated errors and apply new concepts
  • Maintains open communication with management regarding the progress of completion on projects
  • Participates actively in training and developmental opportunities, both as an attendee and as a facilitator
  • Utilizes computer applications and relevant technology effectively
  • Enters time daily​

Executive Presence

  • Participates in Firm events
  • Commits to outside reading, studying and professional growth

Qualifications:

  • Masters Degree required
  • 5+ years of tax experience is required
  • Knowledge of partnership tax law and principles of individual and business taxation is required
  • Excellent written and verbal communication skills
  • Strong commitment to professional and client service excellence
  • Proven time management, organizational and prioritization skills

Job requirements

  • Applicants must have at least a Master's degree
  • Applicants must have at least 5 years’ experience
  • Applicants must hold the occupational license of Certified Public Accountant
  • Applicant must have four years' experience as a tax associate or principal with a public accounting firm
  • Applicant must have experience in tax compliance and consulting with Private Equity, REIT and Real Estate clients
  • A criminal background check will be required on applicants

Lockwood & Swalm

Why Work Here?

Great benefits and lots of opportunities for growth.

Real Estate Specialized Public Accounting Firm

Address

1100 Spring Street; Atlanta, GA 30309
Atlanta, GA
30309 USA

Website