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Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy,
Your key responsibilities
As a manager in our Wealth & Asset Management practice, you will be 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.
Skills and attributes for success
Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down
The ability to teach or assist in firm in - house trainings
Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
Build impactful relationships with new and existing clients and maintain relationship 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
To qualify for the role you must have
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
Ideally, you’ll also have
Excellent managerial, leadership, organizational, and verbal/written communication skills
Demonstrated skills in mentoring and training others
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