Financial Services Tax Manager Job at 360 Resourcing Solutions (Edinburgh)

Tax-Free Retirement Financial Services Specialist

We need a Tax-Free Retirement Financial Services Specialist to help clients plan...

Location

Salary:

Not provided

Tenth Mountain

Expiration Date

Until further notice

Requirements

Life insurance license
Strong communication, organizational, and consultative selling skills
Interest in financial planning and retirement strategies
Ability to work independently and manage your schedule

Job Responsibility

Conduct virtual client meetings to understand retirement goals
Present and explain tax-free retirement options, including IUL products
Assist with applications, follow-ups, and policy delivery
Maintain contact with clients and provide periodic reviews
Stay current on insurance products, tax law impacts, and retirement planning trends

What we offer

100% commission-based income with bonuses
Remote position with flexible work hours
Training and professional development provided
Advancement opportunities for high performers
Warm leads—no cold prospecting

Fulltime

Client Accounting and Advisory Services Manager

We have an opportunity for a full-time Client Accounting and Advisory Services (...

Location

United States , Grand Rapids

Salary:

Not provided

H&S Companies, CPAs & Business Advisors

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting or related field
Actively licensed CPA or EA
3+ years’ experience in a public accounting environment
5+ years’ experience of industry experience
Familiarity with Ultra Tax, SurePrep, Accounting CS, QuickBooks (online or desktop) is preferred, but not required

Job Responsibility

Execute monthly close procedures and deliverables to clients based on the accrual basis of accounting
Prepare various financial statements, including consolidated income statements, balance sheets and statement of cash flows
Calculate, interpret, and communicate KPIs from clients’ financial statements, identifying positive and constructive trends
Plan and manage basic engagements, including on-boarding and client delivery phases
Lead and manage other team members, including mentoring in professional development, guiding and teaching through technical challenges, and maintaining our firm’s core values
Seek to identify new advisory opportunities and propose additional services to existing clients
Support drafting proposals and other documents explaining proposed solutions for clients
Create, analyze, and present financial results directly to the client. You will work with clients to understand their financial position and strategically plan based on regularly scheduled meetings
Apply our processes, system, technology, and resources to manage workflow and ensure proper documentation of workpapers
Support special project requests from clients, including but not limited to cost studies, breakeven analysis, budget preparation, cash flow projections and other services

Fulltime

Experienced Tax Manager

The Experienced Tax Manager is responsible for larger more complex tax engagemen...

Location

United States , Elk Grove Village, McHenry, Elgin, Woodridge, IL

Salary:

110000.00 - 135000.00 USD / Year

Porte Brown LLC

Expiration Date

Until further notice

Requirements

CPA certification
Accountability
Analytical and Problem Solving skills
Commitment to Excellence in Client Service
Executes for Results
Time Management
Business development results (Selling, cross-selling, marketing)
Own means of transportation
Regular same day travel for work at client’s facilities, meetings, and seminars is required using personal vehicle
On a rare occasion, out-of-town travel with overnight stay for work at clients, meetings or seminars is required using personal vehicle

Job Responsibility

Assumes full responsibility for supervising engagements and special assignments using established firm policies and procedures
Coordinate various phases of engagements - including planning, budgeting, monitoring actual performance against budget, reviewing papers for accuracy and completeness, and reviews financial statements
Provides supervision and on-the-job training to staff by offering guidance, direction, and constructive feedback
Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved
Manage and guide staff on their day-to-day activities including budgeting
Review and manage the preparation of the tax returns in a variety of client service areas with an emphasis on high-net-worth individual income taxation, pass through entities
Build and maintain client relationships and manage all aspects of the client engagement process
Develop innovative tax planning strategies and stay abreast of current tax laws and regulatory changes
Research tax law and consult on tax technical questions
Plans and manages responsibilities and resources to achieve assigned objectives

Fulltime

Indirect Tax Manager

We are looking for an experienced Indirect Tax Manager to join our practice. The...

Location

United States , Torrance

Salary:

125000.00 - 175000.00 USD / Year

RKE LLP

Expiration Date

Until further notice

Requirements

Strong understanding of state and local indirect tax laws and regulations
Proficiency in tax software such as Tax Jar or Avalara
Ability to work independently and as part of a team in a fast-paced environment
Ability to manage multiple clients and projects simultaneously
Excellent verbal and written communication skills, with the ability to effectively interact with clients and team members
Strong analytical and problem-solving skills, with the ability to interpret financial data and provide actionable insights
Outstanding organization and project management skills
Highly motivated and takes initiative for professional growth and development
High level of accuracy and attention to detail
Ability to travel to client locations, which may include occasional overnight stays

Job Responsibility

Indirect Tax Compliance: Review sales and use tax returns for clients, ensuring accuracy and timely filing.
Sales and Use Tax Services: Provide expert guidance to clients on sales and use tax nexus determination, taxability of transactions, and exemption certificate management.
Audit Support: Assist clients during indirect tax audits by responding to inquiries, gathering supporting documentation, and representing clients before tax authorities.
Tax Research: Stay current on changes in indirect tax laws and regulations, and analyze their impact on clients' businesses.
Process Improvement: Identify opportunities to streamline indirect tax compliance processes and implement best practices for clients.
Client Relationship Management: Build and maintain strong relationships with clients, serving as a trusted advisor on indirect tax issues.
Team Collaboration: Collaborate with other members of the tax team to deliver comprehensive tax solutions to clients and support firm-wide initiatives.

Fulltime

Tax Manager

Location

United States , Phoenix

Salary:

Not provided

Regal Executive Search

Expiration Date

Until further notice

Requirements

You enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies
You have a knack for solving problems and easily notice issues while bringing solutions to the table
You take pride in helping others, and you are ready to take on the challenge of leading a team of high-performing individuals
You have knowledge of and exposure to a variety of industries and the ability to read a financial statement
You hold a CPA license or Enrolled Agent Certification
5-7 years of experience in public accounting tax work

Job Responsibility

Work with staff to ensure individual and business tax returns are completed correctly and by the required deadline
Review, approve and sign tax returns for release to clients
Coach or mentor a staff member to assist with enhancing their skills and further developing their career
Gather relevant tax-related information from the client so an accurate tax return can be prepared
Look at tax situations from various angles to ensure the maximum tax benefit is applied
Network, build relationships and attract new clients or business for the Firm
Bill clients for the services and guidance provided

Corporate Tax Senior Manager

This senior position offers the opportunity to take ownership of key client rela...

Location

United Kingdom , Cambridge

Salary:

Not provided

Streets Chartered Accountants

Expiration Date

Until further notice

Requirements

Significant experience in corporate tax, with a proven track record in a managerial role
Strong technical expertise and the ability to provide strategic advice on complex tax matters
Excellent communication and relationship-building skills, with the ability to inspire confidence in clients and colleagues
Exceptional organisational skills and the ability to manage competing priorities effectively
Professional qualification (CTA)
Proficiency in tax software and a solid understanding of broader financial and accounting principles

Job Responsibility

Overseeing a diverse portfolio of corporate tax clients, ensuring the delivery of high-quality advisory services including M&A transactions, tax due diligence, share option schemes, restructures and reorganisations, succession and exit planning including but not limited to company buybacks, capital reductions and MBO’s
You will also be responsible for undertaking technical compliance reviews of corporation tax computations prepared by the team
Building and maintaining strong client relationships, acting as a trusted advisor and identifying opportunities for additional services
Staying ahead of changes in tax legislation and sharing insights with clients and the team to ensure compliance and identify planning opportunities
Contributing to the strategic direction of the corporate tax department, including business development initiatives and process improvements
Representing the firm at client meetings, industry events, and in business development activities

What we offer

A role with the opportunity to help shape the future of our practice
A collaborative and supportive environment that values innovation and professional growth
Exposure to a diverse client base, providing a variety of experiences and opportunities

Senior Analyst, Financial Reporting and Tax

Be a key leader in a global engineering consultancy. We're seeking a dynamic, de...

Location

Canada , Calgary

Salary:

Not provided

Klohn Crippen Berger

Expiration Date

Until further notice

Requirements

A bachelor’s degree in accounting or a related field (e.g. commerce, business)
Professional accreditation such as CPA or Chartered Accountant
6+ years of tax accounting experience (preferably in mid – large size firms)
Public accounting and corporate tax experience are highly desirable
Proficiency in Microsoft Office, with advanced Excel skills
BST 11 or similar systems is a plus
Solid technical knowledge of GAAP and IFRS accounting standards
Proven ability to manage projects and deliver results within the deadlines
Strong analytical, organization and problem-solving skills
Ability to work independently and collaboratively across all levels of the organization

Job Responsibility

Provide financial and tax guidance for contracts, regulatory issues, and strategic initiatives
Ensure compliance with domestic and international tax laws, coordinating with external advisors and regulatory authorities for multiple branches/entities
Support the establishment and accounting administration of offshore entities, ensuring compliance with global financial and legal requirements
Confirm accuracy of records and documents related to tax reporting and preparations
Conduct research on tax compliance issues, interpret changes and assess their impact on the company
Assist with insurance procurement and claims management to ensure optimal risk coverage
Support tax audits, respond to notices, and provide documentation to tax authorities in a timely manner
Assist with Scientific Research & Experimental Developments submissions, in multiple jurisdictions, including preparation and supporting working papers
Maintain knowledge with respect to technical tax issues and accounting standards
Coordinate with third-party accounting service providers to ensure statutory financial statements are prepared and filed accurately and on time

What we offer

Professional career development tracks
Salaries commensurate with experience
Attractive benefits package

Fulltime

Tax Manager

We are seeking highly motivated Tax Managers to join our dynamic Tax Services di...

Location

United States , Boca Raton

Salary:

Not provided

Gerson, Preston, Klein, Lips, Eisenberg & Gelber, P.A.

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting or Taxation
CPA License or eligibility to take CPA exam preferred
Experience using tax preparation software and applications
Excellent analytical and technical skills
Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written)
Ability to work in cross-functional, entrepreneurial atmosphere to achieve measurable results and improve existing processes
Ability to work on multiple projects at a given time
Motivated to meet client deadlines and provide superior client service
A team player with strong relationship skills

Job Responsibility

Review tax returns for individuals, partnerships, and corporation
Review tax adjustments to financial statements to prepare returns
To contribute the highest quality work product through rigorous development of technical expertise, compliance assurance, and business acumen
Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships
Consistently handle the complete client engagement and relationship
Ensure expectations are clear with the Client Ambassador on deadlines and expectations
Employs a reliable system for fulfilling responsibility for overall client engagement workflow of a particular client or clients
Establish engagement project budgets and due dates
Completes engagements on time, on budget, with highest quality
Effectively handle firm administrative functions and projects as assigned by partners. This includes time, entry, billing, collections, change orders, and utilizing firm metrics to measure performance

What we offer

401k
Health Insurance
Dental
Vision
Paid Time Off
Wellness Plan
Bonus

Fulltime

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Financial Services Tax Manager

Job Description

Job Responsibility

Requirements

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What we offer

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