The Cox Family Office is hiring a Tax Planning Manager to support the Generational Planning function within the Tax, Generational and Financial Planning Team. The Generational Planning function is unique in that it supports activities for maintaining Cox Enterprises, Inc. as a family-owned company, including shareholder relations services, estates & trusts tax planning, and estate administration. The Tax Planning Manager will be based in Atlanta, GA, and will be directly responsible for managing tax forecasting, modeling, and reporting packages, including all underlying supporting inventories and data. This individual will report to the Tax Director.

The right person for this role will have a strong tax planning background with experience in estates & trusts planning and related administrative matters. They must be innovative, hard-working, and passionate about client service and delivering best-in-class service. They must be open to continuous learning and feedback. Discretion and judgment are hugely important, as is the desire to be a proactive self-starter.

Responsibilities (including, but not limited to):

• Spearhead efforts to develop new processes and improve the structure of data to streamline services for estate compliance and other generational planning

• Build and maintain tax generational planning forecasts and models, including budgeting and tax projections

• Support due to diligence planning, including analyses of tax strategies to determine impact and benefit

• Create presentations on generational planning strategies to facilitate discussions with family, department, and company leadership

• Serve as project manager on planning initiatives, establishing implementation plans, collating documentation, and collaborating with tax advisors and other family office stakeholders

• Build estate readiness files for family members

• Serve as key support to estates, trusts, and gift tax compliance and controversy processes

• Monitor tax law changes and potential family impact

• Assist with a variety of ad hoc requests from the tax compliance group or cross-functionally (Investments, Family Services, and Legal)

Minimum

• Bachelor's degree in Accounting or Tax required#CD# CPA preferred

• 4+ years of experience in tax, with a preference in the private wealth industry

• -Experience in preparation of tax models and projections as well as related deliverables to aid in decision-making

• Proven ability to synthesize complex information in executive-level formats

• Advanced MS Excel and PowerPoint skills required, including formulas, financial functions, correlation through pivots and logic, and formatting for executive presentations.

• Ability to develop solutions by leveraging technology

• Excellent verbal and written communication skills

• Highly proactive with attention to detail and superior organizational and project management skills

• Highest level of discretion and judgment

• Exposure to the end-to-end estate administration process is a plus

• Prior family office experience is a plus

About Cox

Cox empowers employees to build a better future and has been doing so for over 120 years. With exciting investments and innovations across transportation, communications, cleantech and healthcare, our family of businesses – which includes Cox Automotive and Cox Communications – is forging a better future for us all. Ready to make your mark? Join us today! 

------------

Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page.

Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.

Statement to ALL Third-Party Agencies and Similar Organizations: Cox accepts resumes only from agencies with which we formally engage their services. Please do not forward resumes to our applicant tracking system, Cox employees, Cox hiring manager, or send to any Cox facility. Cox is not responsible for any fees or charges associated with unsolicited resumes.

JOB CATEGORY: Finance

JOB LEVEL: Manager/Senior Manager

DIVISION: Cox Enterprises

LOCATION: Atlanta GA