Tax Specialist Team Lead

Davita Inc.; Joliet (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading company in the healthcare sector is seeking a Tax Specialist Team Lead to oversee the Tax Team and ensure compliance with tax regulations. The role requires strong leadership skills and expertise in federal and state tax laws, alongside hands-on preparation of various tax returns. The ideal candidate will possess a Bachelor's degree in Accounting or Finance, with CPA designation preferred, and 5-10 years of relevant experience. Join us to make an impact in a dynamic environment, fostering team development and client service excellence.

Qualifications

• 5-10 years of tax preparation experience.
• 3-5 years of leadership experience.
• Ability to prepare complex tax returns.

Responsibilities

• Lead and mentor the Tax Team.
• Prepare trust, individual, and charitable tax returns.
• Interact with federal and state taxing authorities.

Skills

Strong communication skills

Federal and state tax laws and regulations

Tax software systems

Time management

Project management

Education

Bachelor's degree in Accounting or Finance

CPA or Enrolled Agent designation

Tools

Microsoft Office

Smartsheet

Job description

Position Summary

The Tax Specialist Team Lead is responsible for daily leadership and mentoring of the Tax Team while coordinating with the Fiduciary Tax Team Lead. This includes ensuring tax reporting is completed in a timely manner, preparing trust, individual, and charitable tax returns, interacting with Wealth Advisors and Family Office personnel on tax-related matters, and maintaining the tax preparation systems.

Duties & Responsibilities

1. Meet regularly with Tax Specialists and Fiduciary Tax Team Lead to coordinate efforts and provide feedback.
2. Maintain data on tax preparation volume, fees, costs, and growth for budgeting and team development.
3. Develop and maintain processes to ensure tax documents and payments are prepared and filed according to regulations and client service goals.
4. Assign tax return preparation tasks to Tax Specialists based on their experience levels.
5. Analyze tax information, input data, prepare, and review tax returns.
6. Coordinate with Fiduciary Tax Team Lead to ensure timely provision of tax information for fiscal year-end accounts.
7. Oversee e-filing of tax returns and track filing statuses.
8. Provide ongoing tax training to Wealth Advisors, Assistants, and staff.
9. Interact with federal and state taxing authorities to resolve client issues.
10. Work with Wealth Advisors and Middle Office to ensure proper setup of trusts/estates for tax reporting.

Education & Experience

• Knowledge of:
  • Strong communication skills
  • Federal and state tax laws and regulations
  • Tax software systems
  • Time and project management
• Ability to:
  • Learn and maintain trust and personal tax software
  • Coordinate communication among stakeholders during tax season
  • Prepare complex tax returns and research issues
  • Analyze numerical data
  • Perform under time pressures
  • Maintain concentration for extended periods
  • Solve problems using broad knowledge and technical concepts
• Education and Training:
  • Bachelor's degree in Accounting or Finance
  • Knowledge of Microsoft Office
  • Preferred: Knowledge of Smartsheet
  • CPA or Enrolled Agent designation
  • 5-10 years of tax preparation experience
  • 3-5 years of leadership experience