What are the responsibilities and job description for the Tax Manager position at Parkwood LLC?
Company Description
Parkwood LLC is a private financial services company based in Cleveland, Ohio. Employing over 60 people, Parkwood and its wholly-owned subsidiary, the Parkwood Trust Company, serve the interest of the Jack, Joseph and Morton Mandel families, their associated trusts, partnerships, foundation, and other entities. Parkwood and the Parkwood Trust Company offer a full array of trust company services including investment management, trust administration, charitable planning, multi-generational tax and estate planning, accounting, tax return preparation, assistance with legal matters, and other professional services.
Role Description
Review and file all Federal, state, local and international tax returns, reports and tax payments for Parkwood and its clients.
Meets all due dates for assigned tax returns and payments.
Review tax workpapers used to complete the preparation of the various tax returns and estimated tax payments.
Develop and train Tax Staff.
Communicate with investment fund managers to gather estimate and K-1 information.
Update the tax calendar as returns are filed and tasks are completed.
Research and analyze tax issues that arise in the tax preparation process for Parkwood and its Clients.
Respond to IRS and state income tax authorities regarding audit requests and notices.
Serve on Tax Process Committee.
Assists in the training of all Tax staff in the use of Go-Systems and return import processes.
Determines how Go-Systems is treating tax law changes within the software and how to best configure the software to treat it properly.
Qualifications
Bachelor’s degree in accounting
CPA required
8-10 years of tax experience
Individual tax experience required
Partnership tax experience required
Experience working with appropriate tax preparation software
“Big 4” or Regional public accounting firm experience preferred