ARCHER · 3 months ago
Senior Tax Manager – Settlement Fund Compliance
Dallas, Texas, United States
Full-time
Onsite
Senior Level
6+ years expARCHER Systems is a leading technology-enabled legal services company that provides pre-settlement and post-settlement administration services for a single event, mass tort, and class action cases. The Senior Tax Manager – Settlement Fund Compliance will collaborate with the India-office Tax Manager to ensure compliance with federal and state tax requirements for qualified settlement funds.
LegalProfessional Services
Responsibilities
Oversee and manage the Tax Compliance processes of the 468B Qualified Settlement Funds (QSFs), ensuring deadlines and filing requirements are met. Liaise with the India-office Tax Manager to ensure processes and procedures are in place to remain in compliance with all relevant tax regulations including 1120SF Federal Tax Return Filings, estimated payments, 1099s, and state filings as required
Engage with the IRS to resolve issues in QSF tax-related matters (must obtain a CAF #)
Advise QSF internal and external clients on QSF tax planning matters and fund closures
Establish and implement procedures to ensure proper handling of deductible expenses based upon contract terms for QSF entities
Recommend enhancements to the design and contribute to the implementation of QSF Accounting controls, policies and procedures
Enforce documented system of accounting policies, procedures, and internal controls
Manage special financial and tax projects as required
Ensure quarterly and annual goals and objectives are on track and achieved for assigned area(s)
This role does not have direct reports. To be successful the candidate must have the ability to work independently and as a contributing team member. The company needs may change where direct reports may be necessary in the future
Qualification
Required
Degree in Accounting or Finance
6+ years Federal tax compliance experience
Experience successfully managing projects to completion
2+ years' experience working directly with the IRS to resolve tax issues
Strong accounting background with experience completing complex reconciliations
2+ years' experience monitoring regulation updates and implementing related changes
Proficiency in MS Office, including intermediate Excel skills
Excellent written and verbal communication skills
High degree of accuracy, organization, and attention to detail
Preferred
6+ years 468B Trusts tax compliance experience
6+ years multi-unit tax compliance experience
5+ years project management experience
Working knowledge of QuickBooks and NetSuite
Working knowledge of UltraTax CS
3+ years' experience in a managerial role
Benefits
401(K) retirement plans with matching contributions.
Comprehensive health insurance coverage.
Dental and vision insurance plans.
Parental leave to support work-life balance.
Short-term and long-term disability coverage.
Company
ARCHER
ARCHER Systems, LLC (“ARCHER”) is the leading provider of comprehensive litigation-related settlement solutions including claims administration, healthcare lien resolution, and qualified settlement fund administration services to law firms across the United States.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Robby Avery
Chief Executive Officer
Mark Overton
Chief Information Officer
Recent News
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