What are the responsibilities and job description for the Tax Manager position at Johnson Development Associates, Inc.?
Company Description:
Johnson Management (JM) is based in Spartanburg, South Carolina and provides cash, treasury management, accounting, tax, financial planning and analysis, and investment management support to The Johnson Group. Johnson Management works hand in hand with the owners, Board, and management teams to execute on its mandate.
JM is currently searching for a Tax Manager for the Corporate Office in Spartanburg, South Carolina. A description of the position and requirements are listed below. Qualified candidates should submit their resume to apply for this role.
Position Summary:
Under the supervision of the Director of Tax, the position will be responsible for overall income tax and estate planning, reporting, and filing for the Johnson Group of Companies.
The role includes complex analysis across Partnerships, Trusts, and Individual tax structures within a family enterprise. As such, prior experience working with a family enterprise – at a CPA firm or directly within the company – is required.
The role also requires confidentiality, professionalism, and strong communication as you work with a diverse group of important external clients and internal contacts at all levels of the organization. Independent judgement is required to plan, prioritize, and organize a diversified workload.
Must be willing to work in the office full time – not a remote or hybrid role.
Position Responsibilities:
- Plan and implement partnership, trust, and individual tax structure and processes
- Support estate planning conversations with Owners and professional service firms
- Leverage AI, data and report automation, and tax filing automation software to improve efficiency and accuracy
- Collaborate with internal resources and external firms to ensure compliance and effective tax strategies
- Monitor tax law changes and advise on implications for family office and related entities
- Responsible for confidential and time sensitive material
- Rely on experience and judgement to plan and accomplish goals
- Perform other duties and special projects as assigned
Required Education and Experience:
- Partnership, Trust, and Individual tax experience
- Tax analysis and planning for estate planning
- 6-10 years’ experience at both a mid-to-large CPA firm and/or within a family enterprise required
- CPA preferred
- Executive presence with strong integrity, solid work ethic, and exceptional attention to detail
- High degree of proficiency in MS Office Suite (Word, PowerPoint, Excel)
- Strong problem-solving abilities with exceptional written and verbal communication skills
- Ability to prioritize multiple tasks effectively and work independently with minimal supervision
- Ability to thrive in a fast-paced, non-structured work environment
Equal Opportunity Employer:
JM provides equal employment opportunities (EEO) to all applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. JM complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent an expressed or implied contract of employment, nor does it alter your at-will employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.
