Your key responsibilities
As a manager in our wealth & asset management tax practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. You will work on key client issues primarily focused on federal tax engagements 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.
Skills and attributes for success
- Strong technical knowledge in the asset management tax area
- Ability to analyse trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues
- The ability to teach or assist with firm in-house trainings
- Build impactful relationships with new and existing clients and maintain relationships with firm leadership
- Create a positive and trusting environment where team members know each other and feel a part of their team
- Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager – and consult when necessary
- Managing multiple work assignments and deadlines
To qualify for the role you must have
- A bachelor’s degree in an accounting, finance or a business discipline, and a minimum of 5 years of relevant tax experience; or an advanced degree in tax or law and a minimum of 4 years of relevant tax experience
- A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification is required
- The ideal candidate would have experience serving clients in the wealth & asset management industry, which may include mutual funds, hedge funds, private equity funds or other investment vehicles
- Broad exposure to federal income taxation
- Willingness to travel as needed, and working in a balanced hybrid environment
Ideally, you’ll also have
- Excellent managerial, leadership, organizational, and verbal/written communication skills
- Demonstrated skills in mentoring and training others
- A thorough understanding of building client relationships
What we offer
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical, dental and vision coverage, competitive pension plan, generous vacation and leave entitlement(s), and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:
- Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
- Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
- Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
- Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.