ARCHER
POSITION SUMMARY
The Senior QSF Tax Manager will collaborate with the India-office Tax Manager and Team to ensure compliance with federal and state tax requirements for qualified settlement funds (QSFs). Compliance includes timely and accurate filing of 1099s, tax returns, and payment of estimated taxes. The role includes direct interaction with the IRS to resolve tax issues. The candidate should have strong knowledge of U.S. federal tax laws and IRS procedures. The Senior Manager may also be assigned other tax or accounting projects as needed.
POSITION LOCATION Houston, TX
JOB RESPONSIBILITIES
Oversee and manage the Tax Compliance processes of the 468B Qualified Settlement Funds (QSFs), ensuring deadlines and filing requirements are met and liaising with the India-office Tax Manager to maintain compliance with all relevant regulations including 1120SF filings, estimated payments, 1099s, and state filings.
Engage with the IRS to resolve issues in QSF tax-related matters (must obtain a CAF #).
Advise QSF internal and external clients on QSF tax planning matters and fund closures.
Establish and implement procedures to ensure proper handling of deductible expenses based upon contract terms for QSF entities.
Recommend enhancements to the design and contribute to the implementation of QSF Accounting controls, policies, and procedures.
Enforce documented system of accounting policies, procedures, and internal controls.
Manage special financial and tax projects as required.
Ensure quarterly and annual goals and objectives are on track and achieved for assigned area(s).
This role does not have direct reports; the candidate must work independently and as a contributing team member. Direct reports may become necessary in the future.
REQUIRED
Degree in Accounting or Finance.
6+ years Federal tax compliance experience.
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 and implementing related changes.
Proficiency in MS Office, including intermediate Excel skills.
Excellent written and verbal communication skills.
High degree of accuracy, organization, and attention to detail.
PREFERRED
6+ years 468B Trusts tax compliance experience.
6+ years multi-unit tax compliance experience.
5+ years project management experience.
Working knowledge of QuickBooks and NetSuite.
Working knowledge of UltraTax CS.
3+ years’ experience in a managerial role.
BENEFITS
401(K) retirement plans with matching contributions.
Comprehensive health insurance coverage.
Dental and vision insurance plans.
Parental leave to support work-life balance.
Short-term and long-term disability coverage.
ABOUT ARCHER ARCHER Systems is a leading technology-enabled legal services company that provides pre-settlement and post-settlement administration services for a single event, mass tort, and class action cases with the goal of helping claimants access their settlement proceeds more efficiently and quickly. The company plans to continue leveraging technology and top-tier talent to enhance customer service and offer new product lines and services. ARCHER’s core offering is post-settlement Healthcare Lien Resolution Administration and QSF (Qualified Settlement Fund) Administration and payments processing for multi-claimant (mass tort and class action) litigation. Other services include claims administration, single event lien resolution, probate, and bankruptcy coordination, release administration, medical records review, plaintiff fact sheet, and other intake/census preparation and management. ARCHER enables law firms to focus on their litigation while ensuring that critical pre-settlement and post-settlement administration documents, services, business analytics, and reporting are handled efficiently and effectively.
SALARY Dallas-Fort Worth Metroplex: $170,000.00-$190,000.00 (5 days ago)
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POSITION LOCATION Houston, TX
JOB RESPONSIBILITIES
Oversee and manage the Tax Compliance processes of the 468B Qualified Settlement Funds (QSFs), ensuring deadlines and filing requirements are met and liaising with the India-office Tax Manager to maintain compliance with all relevant regulations including 1120SF filings, estimated payments, 1099s, and state filings.
Engage with the IRS to resolve issues in QSF tax-related matters (must obtain a CAF #).
Advise QSF internal and external clients on QSF tax planning matters and fund closures.
Establish and implement procedures to ensure proper handling of deductible expenses based upon contract terms for QSF entities.
Recommend enhancements to the design and contribute to the implementation of QSF Accounting controls, policies, and procedures.
Enforce documented system of accounting policies, procedures, and internal controls.
Manage special financial and tax projects as required.
Ensure quarterly and annual goals and objectives are on track and achieved for assigned area(s).
This role does not have direct reports; the candidate must work independently and as a contributing team member. Direct reports may become necessary in the future.
REQUIRED
Degree in Accounting or Finance.
6+ years Federal tax compliance experience.
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 and implementing related changes.
Proficiency in MS Office, including intermediate Excel skills.
Excellent written and verbal communication skills.
High degree of accuracy, organization, and attention to detail.
PREFERRED
6+ years 468B Trusts tax compliance experience.
6+ years multi-unit tax compliance experience.
5+ years project management experience.
Working knowledge of QuickBooks and NetSuite.
Working knowledge of UltraTax CS.
3+ years’ experience in a managerial role.
BENEFITS
401(K) retirement plans with matching contributions.
Comprehensive health insurance coverage.
Dental and vision insurance plans.
Parental leave to support work-life balance.
Short-term and long-term disability coverage.
ABOUT ARCHER ARCHER Systems is a leading technology-enabled legal services company that provides pre-settlement and post-settlement administration services for a single event, mass tort, and class action cases with the goal of helping claimants access their settlement proceeds more efficiently and quickly. The company plans to continue leveraging technology and top-tier talent to enhance customer service and offer new product lines and services. ARCHER’s core offering is post-settlement Healthcare Lien Resolution Administration and QSF (Qualified Settlement Fund) Administration and payments processing for multi-claimant (mass tort and class action) litigation. Other services include claims administration, single event lien resolution, probate, and bankruptcy coordination, release administration, medical records review, plaintiff fact sheet, and other intake/census preparation and management. ARCHER enables law firms to focus on their litigation while ensuring that critical pre-settlement and post-settlement administration documents, services, business analytics, and reporting are handled efficiently and effectively.
SALARY Dallas-Fort Worth Metroplex: $170,000.00-$190,000.00 (5 days ago)
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