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Accountant - Private Taxes

Hallmark Kansas City, MO
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Job Description

Accountant - Private Taxes at Hallmark Cards, Inc. in Kansas City, MO

The Accountant, Private Taxes provides 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 Accountant, Private Taxes will be accountable for the following (approximate percentage of time shown in parentheses):

  • (40%) Analyze and process complex domestic and international Schedule K-1s, including:
    • Initial analysis and entry of K-1s into database system
    • Investigating K-1 issues, communicating with external partnership management and managing work flow
    • Reconciliation between K-1s and accounting software
    • Analysis and preparation of various related Federal forms/attachments for complex investments in a complex structure including related parties, e.g. Forms 926, 8865, 8621, 8938, and 8886
  • (35%) Tax planning and preparing federal/state/local individual, fiduciary, gift, and potentially partnership tax returns
  • (15%) 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
  • (10%) Assisting with preparation of information returns, e.g. 1099s, FinCens

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 Accountant-Private Taxes 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 accountant-private taxes needs to bring energy, a positive attitude and a deliver results in a way that everyone says œI want to work with that person!

Requirements:
To be considered an applicant for this position you must show how you meet the basic qualifications of the job 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.  Individual file size attachment limit is 10 MB.
BASIC QUALIFICATIONS

  • Bachelor's degree in Accounting, Finance or Business
  • 4+ years tax experience
  • Experience with Microsoft Office applications

PREFERRED QUALIFICATIONS

  • CPA license
  • Master's degree in accounting or tax
  • 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, gift, and S-corporation taxation
  • 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:
  • OneSource/GoSystem tax preparation software
  • Total Return accounting software
  • Content Server/Livelink document storage system
  • Checkpoint Tax Research software
  • Detail-focused and results oriented with excellent analytical skills
  • Strong œnumbers sense and ability to work with financial reconciliations and reports
  • Exemplary personal leadership, including a will to win as a team, high level of personal accountability and high learning agility
  • Strong interpersonal savvy and relationship building skills.  Strong customer-focus and collaborative approach to work.
  • Strong written and verbal communication skills, able to effectively communicate complex material in a concise and understandable way to a variety of audiences
  • Maturity to handle highly confidential information

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 and background 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.

 

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