Tax Manager, South Bend, IN

1st Source Bank; South Bend (IN); On-site; USD 70,000 - 90,000; Full time

Job summary

1st Source Bank is looking for a Tax Planner in South Bend, Indiana, responsible for the company’s tax planning, preparation, and analysis including federal and state income taxes. The candidate will oversee tax records, compliance, and research on business transactions affecting taxes.

The ideal candidate has at least eight years of experience in a related field, along with strong analytical and organizational skills. A Bachelor's Degree is required; CPA or CPA candidate preferred.

Qualifications

• Eight (8) years or more experience in a related field preferred.
• Prior accounting/tax and supervisory experience preferred.
• Ability to meet deadlines and handle multiple tasks.

Responsibilities

• Oversees the preparation of tax records and compliance.
• Researches and analyzes business transactions for tax effects.
• Serves as primary contact for audits from IRS and revenue agents.

Skills

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Analytical skills

Organizational skills

Problem-solving skills

Education

Bachelor's Degree

CPA or CPA candidate

Tools

PC-based accounting systems

Job description

Description

POSITION SUMMARY

Responsible for the company’s tax planning, preparation and analysis, including federal and state income taxes, intangible and sales taxes. Responsible for cost expenditure review and analysis.

ESSENTIAL REQUIREMENTS

• Directs the preparation and use of all tax records and use of all tax records and information as required for proper completion of municipal, state and federal tax returns.
• Ensures the maintenance of proper records of all transactions of income, principal and related information to establish proper tax classifications.
• Recommends and oversees implementation of adaptation and revision to the existing tax accounting system.
• Oversees the research and analysis of proposed and existing business transactions to determine the effect upon taxes.
• Serves as primary contact with Internal Revenue Service and Department of Revenue agents assigned to audit and examine federal and state income tax returns submitted.
• Ensures that operations and sales staff personnel are informed of current tax laws, regulations and rulings pertaining to municipal, state and federal income taxes.
• Responsible for the supervision of assigned staff and exercises the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations.
• Regular and predictable attendance is an essential requirement of the position.
• Responsible for the completion of all compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and comply with the requirements.

NON-ESSENTIAL FUNCTIONS

• Performs all other duties as assigned.

EXPERIENCE/SKILLS

• Eight (8) years or more experience preferred or equivalent experience in a related field preferred.
• Prior accounting/tax and supervisory experience preferred.
• Strong computer skills including Microsoft Word, Excel and PowerPoint.
• Knowledge of PC based accounting systems a plus.
• Good organizational skills.
• Analytical and problem-solving skills with attention to detail.
• Ability to meet deadlines.
• Ability to handle multiple tasks in a fast‑paced environment.

EDUCATION

• Bachelors Degree required. CPA or CPA candidate preferred.

TRAVEL REQUIREMENTS

Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, training, seminars, etc.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT

MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.