Tax Planning Manager

At Vintti, we understand the importance of real-time collaboration in today's fast-paced business environment. Our staffing solutions focus on connecting US companies with Latin American talent operating in compatible time zones. This strategic approach ensures that businesses can engage with their team members during regular office hours, facilitating immediate communication, swift problem-solving, and seamless project coordination.

As a Tax Planning Manager, this professional plays a pivotal role in ensuring an organization’s financial health by strategically managing its tax liabilities. They actively collaborate with various departments to analyze financial activities and develop effective tax-saving strategies that comply with regulations. This role involves staying updated with the latest tax laws and leveraging various incentives and credits to minimize tax burdens. By providing guidance on tax-related matters, preparing detailed reports, and leading audits, the Tax Planning Manager significantly contributes to efficient financial planning and cost management.

- Bachelor’s degree in Accounting, Finance, or related field
- CPA or equivalent tax-related certification preferred
- Minimum of 5-7 years of experience in tax planning and compliance
- Proven experience with federal, state, and local tax laws and regulations
- Strong understanding of accounting principles and financial statements
- Excellent analytical and problem-solving skills
- Proficient in tax software and Microsoft Office Suite, particularly Excel
- Strong project management and organizational skills
- Excellent verbal and written communication skills
- Ability to work independently and as part of a team
- Strong attention to detail and accuracy
- Experience with mergers and acquisitions preferred
- Ability to manage multiple tasks and meet tight deadlines
- Experience working with external auditors and advisors
- Proven ability to advise senior management on tax matters
- Ability to conduct detailed tax research
- Strong ethics and ability to maintain confidentiality
- Demonstrated continuous improvement mindset
- Experience with international tax matters preferred
- Knowledge of emerging tax issues and industry developments

- Review and analyze financial statements and tax returns for accuracy and compliance
- Monitor changes in tax laws and regulations to ensure compliance
- Develop and implement tax strategies to minimize tax liabilities and maximize cash flow
- Advise senior management and business units on tax implications of business decisions
- Conduct detailed tax research and stay informed about industry developments
- Prepare and manage tax projections, estimates, and accruals
- Coordinate with external tax advisors and auditors for accurate and timely tax filings
- Oversee the preparation and filing of federal, state, and local tax returns
- Analyze and implement tax-saving opportunities within the business
- Conduct tax planning reviews to identify potential tax risks and opportunities
- Assist in structuring mergers, acquisitions, and other financial transactions from a tax perspective
- Ensure all tax-related deadlines are met
- Provide guidance and training to internal teams on tax-related issues
- Prepare documentation for tax audits and liaise with tax authorities as required
- Continuously improve tax processes and systems for enhanced efficiency
- Maintain confidential records and support document retention policies
- Collaborate with finance and accounting teams for alignment in financial reporting and tax planning
- Support business development with tax implication assessments
- Participate in the preparation of tax-related footnotes for financial statements
- Review and approve sales tax returns and other indirect tax filings

The ideal candidate for the Tax Planning Manager role will possess a Bachelor’s degree in Accounting, Finance, or a related field, with a CPA or equivalent tax-related certification highly preferred. With a minimum of 5-7 years of experience in tax planning and compliance, they will demonstrate a robust understanding of federal, state, and local tax laws and regulations, alongside a strong grasp of accounting principles and financial statements. This individual will be an analytical thinker with exceptional problem-solving skills, capable of conducting detailed tax research and staying abreast of industry developments. Proficiency in tax software and advanced Microsoft Excel skills will be essential, accompanied by strong project management and organizational capabilities. The candidate will exhibit excellent verbal and written communication skills, able to advise senior management and business units on the tax implications of business decisions with clarity and precision. A strong ethical foundation and confidentiality, combined with meticulous attention to detail, will set this candidate apart, as will their ability to manage multiple tasks and meet tight deadlines. Experience with mergers, acquisitions, and international tax matters will be advantageous. Furthermore, the candidate will be a proactive and collaborative team player, dedicated to continuous improvement and process optimization, with proven leadership and training capabilities. Their ability to identify tax-saving opportunities, adapt to evolving tax regulations, and provide strategic insights will make them a vital asset to the organization.

- Review and analyze financial statements and tax returns for accuracy and compliance
- Monitor changes in tax laws and regulations, ensuring the organization is fully compliant
- Develop and implement tax strategies to minimize tax liabilities and maximize cash flow
- Advise senior management and business units on tax implications of business decisions
- Conduct detailed tax research and stay informed about industry developments
- Prepare and manage tax projections, estimates, and accruals
- Coordinate with external tax advisors and auditors to ensure accurate and timely tax filings
- Oversee the preparation and filing of federal, state, and local tax returns
- Analyze and implement tax-saving opportunities within the business
- Conduct tax planning reviews to identify potential tax risks and opportunities
- Assist in structuring mergers, acquisitions, and other financial transactions from a tax perspective
- Ensure that all tax-related deadlines are met without fail
- Provide guidance and training to internal teams on tax-related issues
- Prepare documentation for tax audits and liaise with tax authorities as required
- Continuously improve tax processes and systems for enhanced efficiency
- Maintain confidential records and support document retention policies
- Collaborate with finance and accounting teams to ensure alignment in financial reporting and tax planning
- Support business development with tax implication assessments
- Participate in the preparation of tax-related footnotes for financial statements
- Review and approve sales tax returns and other indirect tax filings

- Analytical mindset with strong problem-solving skills
- In-depth knowledge of tax laws and accounting principles
- Highly detail-oriented and accurate
- Strong organizational and project management abilities
- Excellent communication and presentation skills
- Proactive and self-motivated
- Collaborative team player with strong interpersonal skills
- Ability to work independently and manage multiple priorities
- Strong ethical standards and confidentiality
- Keen ability to identify tax-saving opportunities
- Adaptability to evolving tax regulations and industry changes
- Proven leadership and training capabilities
- Dedicated to continuous improvement and process optimization
- Strong research skills and ability to stay informed on tax developments
- Capable of advising senior management and providing strategic insights
- Experience in international tax matters and mergers and acquisitions
- Proficiency in tax software and advanced Microsoft Excel skills

- Competitive salary and performance-based bonuses
- Comprehensive health, dental, and vision insurance
- Retirement savings plan with company match
- Flexible working hours and remote work opportunities
- Generous paid time off and holidays
- Professional development and certification reimbursement
- Opportunities for career advancement and growth
- Employee wellness programs
- Life and disability insurance
- Employee assistance programs
- On-site gym or fitness stipend
- Tuition reimbursement programs
- Commuter benefits
- Collaborative and inclusive work environment
- Networking and professional membership opportunities
- Company-sponsored social events and team-building activities