דרושים Private Equity ב-United States, New York, New York

Your key responsibilities

A Senior Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. Specific responsibilities include:

• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables

• Ability to lead projects and work independently, with guidance in only the most complex situations
• Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
• Support effective long-term relationships and manage workflow effectively with our clients
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics

• Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
• Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations

• Provide effective leadership, formal and informal feedback, and coaching to team members

To qualify for the role, you must have

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
• Minimum of 8 years of experience in a professional services or tax services organization in the financial services industry

• Broad exposure to federal income taxation and exposure to state and local tax

• Proficient in the use of various tax and accounting technologies

Ideally, you will have

• Excellent teaming, leadership, organizational, and verbal/written communication skills

What we look for

We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

Your key responsibilities

As a seasonal tax manager your main priority includes reviewing complex individual tax returns for our Private Tax clients. In this role you'll be able to work remotely from within the United States.

Skills and attributes for success

• A strategic eye toward prioritizing when working on multiple complex projects
• Experience performing high quality review of complex tax returns
• Knowledge/experience in handling Individual, Gift, Trust, and Estate Tax Returns– 1040, 1041, 706, 709
• Comfort with working remotely in a virtual team environment including working with an offshore shared services center

To qualify for the role you must have

• Valid US Certified Public Accountant (CPA) license or Enrolled Agent (EA) or active state bar membership
• A bachelor's degree in Accounting, Finance, Business, or a related discipline
• A minimum of 5 years of relevant experience in tax compliance for private client individuals in financial services
• Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail

Ideally, you'll also have

• A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm

Your key responsibilities

You will be preparing and reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client. You will work with specialists in our other areas including International tax, state and local tax and asset management to deliver comprehensive solutions to our clients.

Skills and attributes for success

• Performing high quality preparation and review of complex tax returns
• Knowledge/experience in handling hedge fund and Private equity K-1s
• Researching tax issues with a team to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
• Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
• Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
• Identifying and reacting to risks and opportunities to improve our services and processes

To qualify for the role you must have

• A bachelor's degree in Accounting, supported by significant tax or financial planning experience
• CPA license or a licensed Attorney is required or the ability to achieve either certification
• Minimum of 3 years of work experience in professional services or professional tax organization
• A thorough understanding of estate and wealth planning
• Experience with federal and state personal and trust income tax
• Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
• A thorough understanding of automated tax processing systems and laws within your area of technical professionalism

Ideally, you'll also have

• A proven record in high net-worth tax planning
• A proven record in a professional services environment
• Experience in working on multiple teams prioritizing your work load
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members

What we look for

We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.