Tax Research Manager manages the tax research and planning functions of an organization. Researches tax regulation implications on the organization. Being a Tax Research Manager analyzes tax data to help minimize tax cost and comply with all present and future regulatory requirements. May have a legal background in tax regulation. Additionally, Tax Research Manager requires a bachelor's degree. Typically reports to a director or top executive. The Tax Research Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Tax Research Manager typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
The responsibilities of the Retirement Plan Services Manager revolve around supporting retirement plan sponsors and participants, ensuring smooth operations. Below is a general overview of responsibilities:
Client Support:
Plan Administration:
Financial Analysis:
Education and Communication:
Collaboration:
Documentation and Reporting via Redtail CRM.
Continuous Improvement:
Overall, the role of a Retirement Plan Services Manager involves a blend of client support, plan administration, financial analysis, education, communication, collaboration, documentation, and continuous improvement to ensure the effective management of retirement plans and the satisfaction of plan sponsors and participants.
Qualifications:
* Associate degree and 2 years of similar work experience, preferably in the financial services industry
* Securities Series licensed is a plus; 6 or 7 and 63
* Professional in demeanor and appearance, have excellent phone, writing and communication skills
* Proficient in Microsoft Office including Excel, Word, and Outlook as well as experience utilizing and maintaining a CRM system – Redtail Technology
* Candidates must demonstrate exceptional attention to detail, strong problem solving, critical thinking, time management, organizational, interpersonal, and customer service skills
* The ability to handle multiple responsibilities and consistently follow high standards of business/professional ethics when dealing with others and performing work activities is mandatory
* Must be Dependable, self-motivated and personable
* A positive attitude, flexibility in daily activities and an ability to work independently or collaboratively are a must
* Ability to travel by car; mainly in the state of Missouri (travel reimbursement is provided based on standard mileage rates)
Job Type: Full-time
Pay: $75,000.00 - $90,000.00 per year
Benefits:
Schedule:
Work Location: In person