Tax Manager - Investment Mgmt - Private Equity

Are you seeking involvement in the fastestgrowing segment of the tax sector Do you boast a track record of client service in partnership taxation team leadership and providing counsel on critical tax and business matters If youre a visionary leader eager to excel in the most pivotal realm of our tax practice and cater to our premier clientele we present an exhilarating opportunity for you as a Tax Manager within our expanding team!

As a Tax Manager your role will involve leveraging your past experiences to deliver tax compliance and advisory services to investment management clients. Youll be responsible for conducting thorough analysis devising effective solutions and overseeing the implementation of clients tax strategies. Managing client relationships will be a key aspect of your position as youll be tasked with providing tax advisory services directly to clients.

Additionally your responsibilities will include:

Conducting comprehensive reviews of tax research partner work papers allocations and tax filings.
Leading and facilitating client meetings to discuss compliance and advisory projects focusing on tax planning opportunities and the tax implications of various transactions.
Providing training guidance and supervision to both new and seasoned Tax Consultants and Tax Seniors.
Acting as the primary point of contact for key clients.
Conducting billing and profitability analyses for engagements.
Contributing to the development of the firms reputation and market presence through various initiatives

Requirements

Required:

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to colocate in person 2 3 days per week

• Bachelors degree in Accounting Finance or other businessrelated field

• 5 years experience providing tax planning services or preparing and reviewing client work papers and income tax returns

• 3 years experience with investment management or partnership taxation

• Experience managing projects including scheduling budgeting client correspondence and billing

• Experience working in a fastpaced team environment

• Strong verbal and written communication skills

• Ability to travel up to 25% on average based on the work you do and the clients and industries/sectors you serve

• One of the following accreditations obtained:

  • Licensed CPA in state of practice/primary office if eligible to sit for the CPA

  • If not CPA eligible:

    • Licensed Attorney

    • Enrolled Agent

    • Certifications:

      • Chartered Financial Advisor (CFA)

      • Certified Financial Planner (CFP)

Preferred:

• Previous Big 4 experience or large CPA firm equivalent

• Knowledge of fund accounting and general ledger accounting

Remote Work :

No