Description We are seeking a Tax Manager to join our team in the Investment Management industry. In this role, you will be involved in the preparation and reviewing of various tax returns, collaborating with other team members on tax planning strategies, and ensuring the quality of our tax deliverables. Responsibilities: • Manage the preparation and review of client individual income, trust, gift, and entity tax returns in a timely and accurate manner • Collaborate with the tax and planning teams to develop and implement strategic tax planning for all necessary federal and state taxes • Prepare and review quarterly and yearly tax projections • Conduct tax research and keep track of legislative and regulatory changes, summarizing and communicating these changes as necessary • Present complex tax strategies and issues to clients and support the presentation of these strategies to their account managers • Maintain effective control procedures over all aspects of the tax process • Identify and implement opportunities for process improvement in company tax procedures • Manage and facilitate IRS and state income tax audits, including preparing responses and creating schedules. Requirements • Must possess a clear understanding of Trust tax, Estate Tax, Gift tax, and Fiduciary Income Tax Return • Experienced in using Lacerte Tax Software and CCH ProSystem fx for effective tax planning • Knowledge and expertise in Tax - Fiduciary - Trust & Estate • Proficiency in Fiduciary Tax is essential • Must be able to demonstrate a high level of skill in tax planning strategies • Must possess a strong understanding of compliance in the investment management industry • Experience in managing fiduciary income tax returns is required • Should be capable of implementing tax planning strategies effectively in diverse situations • Must have substantial expertise in Fiduciary Tax. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .