Equity Trust Company · 4 months ago
Manager, Tax
Westlake, OH, USA
Full-time
Hybrid
Mid, Senior Level
5+ years expEquity Trust Company is seeking a Manager of Tax who will ensure compliance with tax regulations and reporting requirements. The role involves preparing tax documents, managing vendor partnerships, and driving process efficiencies while also overseeing team performance and training.
Financial Services
Responsibilities
Prepares the filing and reporting of the organization’s recipient tax documents, including but not limited to: Forms 5498, 1099, 945
Partners with the Company’s third-party tax vendor to ensure all IRS recipients and transmittal filing deadlines are met
Manages the reporting and filing of the Company’s escheatment process to ensure all regulatory guidelines are followed and all reports are filed by the state-established deadline
Partners with the Company’s third-party escheatment vendor to ensure all state-mandated due diligence, reporting, and remittance activities are complete by the state-established deadlines
Stays current with any regulatory tax reporting requirements and ensures that all procedural updates or client communications are made pursuant to the IRS rules and regulations
Partners with Finance to resolve all IRS and State tax agency inquiries and communications
Oversees and completes any necessary tax reporting and filing corrections from the trust accounting system through revised tax form delivery and amended filings
Ensures that all regulatory mailings are completed and delivered in accordance with IRS requirements
Drives business results by acting as a subject matter expert, fostering an environment that creates process efficiencies, leading project initiatives, and ensuring the implementation of projects goes according to plan
Tracks progress against goals or post-mortem tax items and presents results, insights, and recommendations to management
Meets with individual team members monthly to provide feedback on performance
Implements team and individual training needs and continuing education opportunities
Prepares and delivers corrective action plans, and completes performance appraisals in accordance with company guidelines
Integrates the tax accounting records of acquired entities into the appropriate records
Makes recommendations on tax credits and exemptions
Collaborates with internal and external stakeholders on tax related issues
Assists with internal and external tax or escheatment audits and preparing guidelines and or policies related to tax compliance
Support quarterly custodial statement process to ensure accurate reporting and timely delivery
Evaluates processes and systems to identify gaps or create process improvements
Research tax related issues
Manages special projects within the team and supports projects and initiatives across the organization
Performs other duties as assigned
Qualification
Required
Bachelor's degree in Accounting or Finance; relevant work experience in lieu of a degree may be considered
Minimum five (5) years of relevant experience including direct team management in a financial services, banking, or operational role
Advanced level proficiency in Microsoft Office
Experience supporting tax audits
Preferred
Financial services experience preferred
Company
Equity Trust Company
Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
George Sullivan
Chief Executive Officer
Joe Stolz
Chief Technology Officer
Company data provided by crunchbase