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Tax Accountant- Charitable + Crown

Date: Jun 10, 2022

Location: Kansas City, MO, US, 64108

Company: Hallmark

Posting End Date: 06/19/2022
Job Band / Grade: SRPR.EX
Number of Openings: 1
 

  

 

 

HALLMARK - WHEN YOU CARE ENOUGH YOU CAN CHANGE THE WORLD 

 

Come join us. You’ll add value to one of the world’s most iconic consumer brands and be part of our company with a life-affirming purpose to inspire meaningful connections. Our products, content and experiences aim to enrich all lives by making a genuine difference in every life, every day, and our business is focused on bringing thevalue and relevance of Diversity and Inclusion to every brand, product and person we touch.   Our overarching enterprise D&I Framework and plans demonstrate our belief and value in having a diverse and inclusive workforce. Hallmark’s D&I efforts will continue to represent ongoing progress and reinforce our commitment, as will our intentional focus on bringing more diverse talent into our business and onto our teams.  

 

WHO WE ARE:

At Hallmark our mission is to Enrich Lives by helping our consumers communicate, connect, and celebrate.  By working at Hallmark you will be helping people express their feelings and enhance their relationships, while at the same time building your career with one of the worlds most trusted and recognized brands.  

Charitable and Crown operates a private trust company that manages a sophisticated investment portfolio, financial reporting, tax compliance and other services for its clients.  Clients include individuals, partnerships, corporations, trusts and private foundations.  As such, all information is highly confidential and requires a high level of attention to detail and drive for results. 

Working in the tax area of Charitable and Crown has a similar feel to working in a small public accounting firm, while at the same time offering the benefits of working for a large corporation like Hallmark.  There are always new issues that offer the opportunity to learn.  The Tax Accountant will work with a team of tax professionals and learn from a variety of people of varying educational backgrounds including legal, accounting, and investment.  Our Tax Accountant needs to bring energy, a positive attitude and a deliver results in a way that everyone says “I want to work with that person!”

 

WHAT YOUR ROLE ENTAILS:

The Tax Accountant will provide tax expertise for a variety of areas supporting Charitable and Crown operations.  Our Charitable and Crown department operates a private trust company that manages a sophisticated investment portfolio, financial reporting, tax compliance and other services for its clients. Clients include individuals, partnerships, corporations, trusts and private foundations. 

The candidate will be accountable for the following (approximate percentage of time shown in parentheses):
• (25%) Analyze and process complex domestic and international Schedule K-1s, including:
• Initial analysis and entry of K-1s into database system
• Identification of relevant information within K-1 detail statements and disclosures
• Investigating K-1 issues, communicating with external partnership management and managing work flow
• Reconciliation between K-1s and accounting software
• (40%) Tax planning and preparation of Federal/State/Local tax returns for individuals, fiduciaries, gifts, and partnerships, which may include various Federal forms/attachments as a result of complex investment structures, e.g. Forms 926, 8865, 8621, 8938, and 8886.
•  (35%) Special Projects and other duties as assigned, including:
• Research and correspondence for special projects based on issues and individual inquiries
• Preparing/updating Excel spreadsheets to analyze manage work flows and support tax return/planning process.  Utilizing Excel to support the tax preparation and planning process
• Assisting with foreign account reporting

 

BASIC QUALIFICATIONS:

The following is required to be considered for this role:

• Bachelor’s or Master's degree in Accounting or Finance
• 2+ years tax experience
• Experience with Microsoft Office applications

 

PREFERRED QUALIFICATIONS: 

Your application will stand out if you have:

• Public accounting experience
• General knowledge and understanding of IRS Code, financial instruments and  partnership accounting
• Family office experience (or working with high net worth individuals)
• Experience with individual, trust, partnership, tax-exempt, and gift returns
• Strong technical acumen to successfully work in a variety of systems and with a variety of technologies with strong Microsoft Office skills, particularly Outlook and Excel.  Proactively leverages technology to work smarter and produce better results
• Experience with the following software:
      CCH Axcess/Prosystems tax preparation software
      Content Server/Livelink document storage system
      CCH AnswerConnect Tax Research software
• Detail-focused and results oriented with excellent analytical skills

 

Interested? Follow the application instructions below to apply.

 

APPLICATION INSTRUCTIONS:

You must show how you meet the basic qualifications (listed below) in a resume or document you upload, or by completing the work experience and education application fields. Accepted file types are Microsoft Word (DOC or DOCX), PDF, HTML, or TXT. 

 

In compliance with the Immigration Reform and Control Act of 1986, Hallmark Cards, Inc. and its subsidiary companies will hire only individuals lawfully authorized to work in the United States. Hallmark does not generally provide sponsorship for employment. Employment by Hallmark is contingent upon the signing of the Employment Agreement, signing of an agreement to arbitrate in connection with the Hallmark Dispute Resolution Program, completing Form I-9 Employment Eligibility Verification, passing the urinalysis drug screen, education verification and satisfactory reference checks.

 

 

 

 

Hallmark is an equal opportunity employer.  All qualified applicants will be considered for employment without regard to race, color, religion, sex, age, pregnancy, national origin, physical or mental disability, genetics, sexual orientation, gender identity, veteran status, or any other legally-protected status.  Principals only please.

 


Nearest Major Market: Kansas City

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