What are the responsibilities and job description for the Chief of Tax position at Fixity Technologies LLC?
Title: Chief of Tax
Location: Los Angeles, CA / West Hollywood, CA - 5 days a week onsite
Key - 10-15 CPA experience & 10 years of experience as a Manager
MUST BE A CPA, ABLE TO GET ONE IN CA.
- Build, lead, and manage the Integrated Tax and Financial Services (ITFS) team structure.
- Lead and execute best business practices for tax technology.
- Track the profitability of the ITFS department.
- Shape and execute tax planning and strategy in collaboration with the Executive team.
- Lead meetings with department Directors and Business Management team(s).
- Champion learning and development initiatives, integrating best business practices related to tax.
- Collaborate with Tax Director(s) to train the ITFS team and the Business Management teams for the preparation and input of tax returns.
- Develop and implement tax-efficient structures in alignment with the client’s organizational financial goals, ensuring compliance and long-term sustainability.
- Identify and monitor tax optimization opportunities and strategically leverage available tax incentives for clients.
- Review, oversee, and prepare complex income tax returns, including, but not limited to, Corporations, Partnerships, and Individual returns.
- Manage performance of the quality control review for all financial statements, ensuring rigorous quality control.
- Facilitate planning and compliance of international tax matters, including waivers and tax returns.
- Review and oversee required estimated tax payments.
- Establish and enforce tax reporting policies and controls, aligning with evolving regulations and best practices by creating and maintaining relevant policies and procedures.
- Conduct final review and oversight of year-end shareholder bonus process.
- Manage final review of tax correspondence; facilitate and oversee tax audits.
- Ensure full compliance of all annual reports, franchise tax returns, and other state filings.
- Oversee and manage invoicing for all tax services performed, ensuring accuracy.
- Review and oversee the quarterly and annual payroll tax returns process.
- Provide strategic leadership to ITFS staff, optimizing support and operations within their assigned business management/accounting team(s).
- Manage all department deliverables, ensuring alignment with business objectives and client expectations.
- Review and oversee tax preparation work papers and investment reconciliation, ensuring thoroughness that meets the firm’s/client’s standards.
- Execute any ad hoc projects, as assigned.
Specific Job Knowledge, Skills, and Abilities
- Wide range of experience with various types of tax returns, in addition to a high-level review of financial statements.
- Proficient use of CCH, QuickBooks, Excel, and other ERP/tax software and technology.
Qualifications
- Ability to reliably commute and report to the Tri Star office.
- Must be able to sign financial reviews and tax returns.
- Active CPA license
Bachelor//'s in Business, specifically Accounting, Finance, or Economics.
Master//'s in Taxation, preferred.
- 5 years of experience in a Tax practice, supporting HNWI with complex tax needs.
- Experience within a Business Management Firm, Public Accounting Firm, Family Office, and/or the Entertainment industry, where there would be a good transferability of skills, preferred.
- Experience building, mentoring, and developing tax teams.