Senior Tax Manager – Settlement Fund Compliance
Location:
Dallas, TX
Status:
Permanent - Onsite
If navigating complex federal tax rules fuels you, this opportunity is built for you. As the Senior Tax Manager – Settlement Fund Compliance, you’ll manage every aspect of 468B compliance while advising clients, implementing controls, and handling IRS interactions with confidence. Professionals with strong federal tax backgrounds, reconciliation experience, and IRS-facing expertise will excel here!
YOUR Why
The Senior Tax Manager – Settlement Fund Compliance will take the lead in ensuring flawless federal & state compliance for qualified settlement funds (QSFs), partnering closely with our client’s India-based tax team to deliver accurate 1099s, tax returns, & estimated payments. This role is hands-on & high-impact, driving resolutions directly with the IRS, navigating complex tax requirements, & applying deep expertise in U.S. federal tax law. You’ll also jump in on additional tax & accounting projects, making this a critical role for someone ready to own compliance from end to end.
How YOU Will Spend YOUR Days
Oversee & manage the Tax Compliance processes of the 468B QSFs, ensuring deadlines & filing requirements are met.
Liaise with the India-office Tax Manager to ensure processes & procedures are in place to remain in compliance with all relevant tax regulations, including 1120SF Federal Tax Return Filings, estimated payments, 1099s, & state filings as required.
Engage with the IRS to resolve issues in QSF tax-related matters (must obtain a CAF #).
Advise QSF internal & external clients on QSF tax planning matters & fund closures.
Establish & implement procedures to ensure proper handling of deductible expenses based upon contract terms for QSF entities.
Recommend enhancements to the design & contribute to the implementation of QSF Accounting controls, policies, & procedures.
Enforce documented system of accounting policies, procedures, & internal controls.
Manage special financial & tax projects.
Ensure quarterly & annual goals & objectives are on track & achieved for assigned areas.
What YOU Bring
Bachelor’s degree in accounting or finance is required.
6+ years’ Federal tax compliance experience is required.
Strong 468B Trusts tax compliance & multi-unit tax compliance experience is a plus.
Proven experience successfully managing projects to completion.
2+ years’ experience working directly with the IRS to resolve tax issues.
Strong accounting background with experience completing complex reconciliations.
2+ years’ experience monitoring regulation updates & implementing related changes.
Working knowledge of QuickBooks, NetSuite, & UltraTax CS is a plus.
Location: 100% onsite in Dallas, TX - local candidates only!
Compensation: $130k - $140k per year + 10% bonus
No third parties: no C2C or sponsorship available
Post id:
STM
