Job Information
Robert Half Associate Director of Tax in Minneapolis, Minnesota
Description
We are recruiting an Associate Director of Tax to join our client's team in the Financial Services industry, based in Minneapolis, Minnesota. In this role, you'll be working with cross-functional teams managing federal and state tax compliance reporting for certain entities, and collaborating with tax preparation service providers. This role also requires a deep understanding of partnership tax, sources of income, and major investments.
Responsibilities:
• Oversee federal and state tax compliance reporting for selected entities and funds, collaborating with cross-functional teams both internally and externally to gather and review information.
• Scrutinize the taxable income of specific entities within your jurisdiction.
• Facilitate a partnership with tax preparation service providers to ensure tax returns are filed accurately and promptly.
• Engage closely with investment professionals to gain a comprehensive understanding of income sources, and significant investments.
• Deliver valuable insights to the tax team regarding reporting requirements and tax positions across the platform and relay this information to tax preparers.
• Aid in the research, analysis, and documentation of key tax positions taken in transactions and across entities/funds and assist in monitoring compliance with these positions.
• Assist in the preparation of quarterly tax estimates, and monthly and annual withholding tax calculations.
• Coordinate tax payments and refunds and proactively communicate liquidity events to stakeholders.
• Support compliance-related special projects and manage tax examinations.
• Identify opportunities to enhance and streamline the tax compliance process from an operational and technological perspective.
Requirements
• Minimum of 5 years of experience in a similar role within the Financial Services industry
• Proven expertise in Partnership Tax
• Demonstrable experience with Tax Compliance Processes
• Proficient knowledge in International Tax Compliance
• Skilled in Tax - Research & Planning
• Prior experience in Public Accounting Tax preferred
A CPA or Masters of Taxation
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