Tax Manager

Description

Location: Cleveland, Ohio IN OFFICE

Description 

Boyd Watterson offers a highly competitive total compensation package. Recently named one of the top 99 employers in Northeast Ohio by the NC99, our benefits include: 

· Medical, Dental & Vision Plans 

· Company paid Life Insurance 

· Health Savings Accounts 

· Flexible Spending Accounts 

· 401(k) plus match 

· Paid Time Off (PTO) and Holidays

· Work From Home Time 

Boyd Watterson is a dynamic company built around integrity and collaboration. We value the insights and perspectives of a broad, diverse group of individuals and believe that our collective success is dependent on an inclusive environment.

Company Overview 

Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in real estate, fixed income, and equity products. We provide investment solutions to a broad range of institutional clients and to high-net-worth clients, mainly through intermediaries.

Our investment strategies focus on stable income with a moderate risk profile. The real estate products are mainly delivered through private funds that primarily own and operate commercial buildings under lease to agencies of the US government, and state and local governments. Our fixed income and equity products are delivered through separately managed accounts, mutual funds, and intermediaries. 

Requirements

The Opportunity 

As a key member of the finance team, the tax manager will be responsible for overseeing the organization’s compliance with tax laws and regulations. The tax manager will also consult with senior leadership on strategic decisions related to corporate and product-level tax initiatives. The tax manager will report directly to the CFO-Boyd Watterson.
 

The ideal candidate possesses a strong background in tax law and regulations and experience managing tax compliance.
 

Major Duties and Responsibilities:

• Act as in-house tax specialist assisting both corporate and fund finance teams in tax matters. 
• Coordinate with external tax advisors to facilitate filings of corporate/fund tax returns and K-1 reporting.
• Oversee REIT compliance for real estate products.
• Consult with the new product development team on tax structuring for fund vehicles. 
• Prepare quarterly tax estimates and withholding calculations for corporate entities. 
• Coordinate with tax counterparts at subsidiary organizations. 
• Collaborate with real estate acquisitions and asset management teams on state and local tax considerations for real estate entities. 
• Manage inquiries and notices from tax authorities.
• Collaborate with other departments and teams, such as finance, legal and investor relations, to ensure coordination on tax matters.
• Provide guidance and support to senior leadership including tax implications of business decisions and transactions.

Education, Skills, Personal Characteristics and Work Experience Requirements:

• A bachelor’s degree in accountancy. 
• Professional qualification of Certified Public Accountant (CPA).
• Minimum of 5 years of experience in taxation, preferably in a corporate or public accounting environment.
• Excellent analytical and problem-solving skills with attention to detail.

Preferred skills and qualifications

• Real estate tax experience, REIT experience a plus
• Experience with international tax matters, specifically US ownership of a foreign subsidiary.