Corporate Tax Manager

Holt Cat - San Antonio, TX

Full-time - Mid Level

San Antonio, TX

Rental and Leasing Services

About the position

The Corporate Tax Manager is responsible for working with various entities, including partnerships, S corporations, limited liability companies, and trusts in a single-Family Office embedded within an operating business. This role requires excellent hands-on detail skills, competence, and a commitment to a long-term career.

Responsibilities

• Assists with management of tax compliance for Family and operating entities as well as liaising with appropriate Third Parties.
• Provides support to the Director of Tax on various tax consulting projects.
• Collaborates with others to manage tax compliance projects to achieve accurate and efficient results.
• Provides support to the Director of Tax with tax filings consisting of federal partnerships, S corporations, and trusts as well as applicable state returns (prepared by third party vendor).
• Conducts financial review and work paper preparation for tax returns, including manipulating financial information for tax purposes, such as M-1 prep, JE prep, etc.
• Maintains/model quarterly and yearly projections for various family members, company executives, and various taxable entities.
• Assists third-party tax advisors and legal counsel as well as company executives on specific tax issues and questions as deemed necessary.
• Assists with any federal and state tax examinations and audit defense.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
• Assumes responsibility for the smooth flow of tax information to ensure accurate, complete, and timely preparation and delivery of all entity and individual tax returns.
• Performs technical tax reviews of certain tax returns, which are prepared by Third Party.
• Prepares other reports and works on projects as requested from time to time by Family, Company, or Third Parties.
• Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards.
• Models, promotes, reinforces, and rewards the consistent use of HOLT's Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission.

Requirements

• Bachelor's degree in related field required, Master's Degree in Taxation a plus.
• Active licensed CPA required.
• Tax Experience, 5+ years required in client emphasis on privately owned companies, strong corporate and flow-through entity background, and actively manage large client compliance engagements.
• High Net Worth/Private Client Tax Services experience required.
• Family Office tax experience preferred.
• Strong Project Management skills and knowledge of PM software.
• Proficiency with MS Office products, advanced Excel skills.
• Excellent communication and interpersonal skills to establish working relationships with multiple departments and various levels of the organization.
• The ability to listen to and understand information and ideas presented through spoken words and sentences.
• Self-starter with the ability to work independently and within a team in a fast-paced, high-volume environment with emphasis on accuracy and timeliness.
• Exceptional business acumen attention to detail and accuracy.
• Excellent organizational, multi-tasking, and time management skills, deadline-oriented.
• Strong tax research and analytical skills.
• Ability to handle large amounts of data and high volume of transactions.

Nice-to-haves

• Experience with tax compliance for Family and operating entities.
• Experience in liaising with third-party tax advisors and legal counsel.

Benefits

• A competitive salary, commensurate with your experience and competencies.
• A comprehensive and robust benefits program that includes complete health care, 401(k) matching & Profit-Sharing plan (ROTH and traditional), paid holidays, and a front-loaded PTO program.
• A Tuition Reimbursement program to support the pursuit of accredited college courses.
• An employee development program with professional development staff that allows you to grow your skills and build your competencies to prepare you for future opportunities at HOLT.