Tax Manager at AMG National Trust in Englewood, Colorado

Posted in Other 1 day ago.

Type: full-time





Job Description:

POSITION - TAX MANAGER

REQUIREMENTS
  • Bachelor's degree in Accounting or related field- Advanced degree preferred
  • Licensed CPA or Law Degree
  • Five to eight years tax experience, with emphasis on high income, high net-worth individuals with complex tax situations.
  • Experience building and managing prospective and existing client relationships.
  • Proficient in Microsoft Word and Excel
  • Familiarity with tax preparation and bookkeeping software
  • Experience with ProSystems tax preparation and Sage 50 Accounting software a plus
  • Strong organizational, analytical and technical skills.
  • Excellent in verbal and written communication.
  • Exceptional attention to detail.

RESPONSIBILITIES
  • Manage the preparation, review and sign individual, trust, estate, gift and partnership tax returns.
  • Answer specific tax issues raised by tax preparers and professional staff. Provide research as needed.
  • Maintain proficiency in tax law, analyze changes in the tax law and research tax law to ensure compliance and develop effective tax planning strategies.
  • Provide training and development to tax professionals and other AMG staff, advise on tax law developments.
  • Provide audit support for clients as needed.
  • Actively market and promote the firm to potential clients.
  • Evaluate and develop efficient and improved procedural systems for the delivery of tax services.
  • Maintain a thorough understanding of tax department policies and procedures.

ATTITUDE AND JUDGMENT
  • Ability to adapt to new tasks and responsibilities.
  • Attention to detail with demonstrated accuracy.
  • Pride in work and quality of work.
  • Reliable and thorough.
  • Willing learner.
  • Team player.

Applications will be accepted through December 31, 2024

AMG is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.
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