Tax Manager – Financial Services – Wealth and Asset Management
PermanentJob Details
Requirements
A Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience. CPA license or a licensed Attorney is required or the ability to achieve either within a one year from hire date. A minimum of 5 years of relevant tax experience or equivalent experience in the financial services industry. Familiarity with the financial services industry gained through direct involvement with managed investment vehicles. Broad exposure to federal income taxation and exposure to state and local tax. Demonstrated skills in mentoring and training others
Job Description
Responsible for managing and coordinating tax compliance and advisory work for clients. You would work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives.  You will manage tax compliance accounts for hedge funds and or private equity funds.  You will review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1’s and partnership tax returns.  You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations.
