Phoenix American Incorporated is made up of a diversified group of companies providing financial services to clients since 1972. Our Financial Services Company is a registered transfer agent with the SEC and has administered millions of investments for hundreds of funds. We are a leader in the field of securitization administration and accounting, managing over $14 billion of aviation assets at original issuance. We have a reputation for excellence providing distinctive quality, superior technology, and committed customer service to our clients for more than forty years.

We are looking for an individual to help grow our Investor Tax Services Department for clients that manage various non-traded investment programs, including private equity and REIT funds. The Tax Manager will also be responsible for managing all aspects of client investor tax reporting services.  They will lead the company’s corporate tax form preparation, including income tax, sales tax, property tax, and tax reporting responsibilities. 

KEY ROLES AND RESPONSIBILITIES

• Maintain continuous interaction with clients, manage expectations, and ensure outstanding client service. Partner with tax professionals to provide comprehensive tax solutions.
• Assist with the preparation of client activity reconciliations, including distributions, interest, gross & net redemptions, and return of capital.
• Oversee accurate preparation and distribution of various client 1099 and K-1 forms.
• E-filing 1099s with the IRS and CA and provide K-1 information to clients for their own tax E-filing.  Assist with E-filings of client tax returns and K-1s.
• Determine all information required to ensure/complete accurate tax compliance products within the budget. Formulate a plan to gather/communicate information. Determine areas of exposure and adapt to challenges in the compliance process.
• Provide timely and high-quality services and work products that exceed client expectations.
• Help to develop and guide staff and other junior tax professionals by providing effective performance feedback, on-the-job training, and ensuring team responsibilities are consistent with skills and developmental goals.
• Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations.
• Keep team members informed of work status.
• Understand complex investment structures
• Prepares/review S corporation federal and state income tax returns, including preparation/review of applicable account analysis.
• Prepares/reviews estimated income tax payments
• Prepares/reviews sales and property tax filings
• Prepares all company state regulations and compliance
• Coordinates e-filing of all tax returns

• Bachelor's Degree with an emphasis in accounting, finance, or a related field and approximately 5+ years of PE tax-related work experience
• Prior experience preparing corporate tax returns required
• An advanced degree in tax or law is highly desirable
• CPA certification, Enrolled Agent, or JD a plus, not required
• Big 4 experience a plus
• A minimum of 3 years of Alternative Investment Fund tax experience or equivalent experience in business or the financial services industry 
• Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
• Knowledge of foreign reporting requirements
• Broad exposure to federal income taxation and some exposure to state and local tax
• Excellent managerial, organizational, and verbal/written communication skills

WHAT THE POSTION OFFERS

• A high level of visibility within in our organization on an upwards trajectory
• The ability to define marketing processes and drive innovation and have a tangible impact on the business
• Be part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline.
• Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.
• The opportunity to innovate, bring discipline to brand activity and really make a difference.