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Position Summary
TAX MANAGER
- Oversee preparation and filing of federal and state fiduciary income tax returns.
- Ensure smooth information exchange with the outside accounting firm preparing returns for internally SEI-administered and externally administered trusts.
- Apply applicable federal and state tax laws.
- Update the team on tax law changes and adapt processes as needed.
Leadership and Team Management
- Supervise, guide, and support tax professionals.
- Foster a collaborative, productive team culture.
- Support team members’ professional development.
The department offers extensive career and technical development opportunities for ambitious professional.
Oversee fiduciary income tax administration and federal and state returns and related documents for trusts.
Responsibilities include supervising in-house preparation, transitioning accounts to outside accounting firm, and establishing protocols.
Advise firm attorneys and Private Client Department staff on fiduciary income tax, prepare some complex returns.
Education
Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred).
Four plus years fiduciary tax preparation experience.
Prior supervisory or managerial experience.
Opportunity for professional development