Dynasty Management Group
Our team supports a diversified group of family businesses while maintaining a focus on creating exceptional customer service, sustainable growth, and positive business environments and culture.
Job Description
Key Responsibilities
Prepare and file federal and state income tax returns for corporate, trust, and individual entities. Research and interpret changes in tax laws and assess their impact on the organization's holdings. Maintain complete and accurate tax records and supporting documentation. Manage property, land, and real estate tax filings and valuations. Coordinate with external CPA firms, legal counsel, and financial institutions as needed. Assist with quarterly and annual tax planning, including estimated payments and projections. Maintain tax calendars and ensure compliance with all filing and payment deadlines. Support financial reporting and reconciliations related to tax activity. Contribute to process improvements and special projects as assigned. Qualifications
Bachelor's degree in Accounting, Finance, or related field required; CPA or progress toward CPA preferred. 5-8 years of tax preparation experience, including corporate and individual returns; trust tax experience a plus. Strong knowledge of federal and state tax codes and compliance requirements. Experience with land, property, or agricultural tax management preferred. High attention to detail and ability to maintain confidentiality. Proficiency in accounting and tax preparation software; advanced Excel skills. Excellent communication, organization, and problem-solving skills.
Together we will foster a collaborative culture leveraging diverse perspectives and expertise to drive innovation, make informed decisions, and create value across our portfolio of entities.
It is the policy of Dynasty Management Group not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, national origin, race, religion, or veteran status.
Job Description
Key Responsibilities
Prepare and file federal and state income tax returns for corporate, trust, and individual entities. Research and interpret changes in tax laws and assess their impact on the organization's holdings. Maintain complete and accurate tax records and supporting documentation. Manage property, land, and real estate tax filings and valuations. Coordinate with external CPA firms, legal counsel, and financial institutions as needed. Assist with quarterly and annual tax planning, including estimated payments and projections. Maintain tax calendars and ensure compliance with all filing and payment deadlines. Support financial reporting and reconciliations related to tax activity. Contribute to process improvements and special projects as assigned. Qualifications
Bachelor's degree in Accounting, Finance, or related field required; CPA or progress toward CPA preferred. 5-8 years of tax preparation experience, including corporate and individual returns; trust tax experience a plus. Strong knowledge of federal and state tax codes and compliance requirements. Experience with land, property, or agricultural tax management preferred. High attention to detail and ability to maintain confidentiality. Proficiency in accounting and tax preparation software; advanced Excel skills. Excellent communication, organization, and problem-solving skills.
Together we will foster a collaborative culture leveraging diverse perspectives and expertise to drive innovation, make informed decisions, and create value across our portfolio of entities.
It is the policy of Dynasty Management Group not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, national origin, race, religion, or veteran status.