Overview
The Tax Manager or Senior Tax Manager will be responsible for the tax planning and compliance functions for ultra-high net worth individuals and their families with a specific focus on financial service type clients, such as hedge-fund, private equity, and other investment type individuals. The Tax Manager will also work closely with the CFO of the fund in order to handle the tax planning and compliance function of the management company. This individual is responsible for managing staff, maintaining close client relationships, prospect and assist with building a sustainable business and will work closely with Partners to best service clients in an entrepreneurial environment that prides itself on excellent client service and tax expertise.
Essential Duties
- Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.
- Provide primary review of complex tax returns and maintain client contact.
- Maintain and foster relationships with clients, staff, and outside third-party client vendors.
- Tax planning, preparation and research for our high-net-worth individuals and related business entities including partnerships, have a thorough understanding of how to regard a hedge-fund K-1 as well as some knowledge of trusts, estates, gifts, and charitable entities.
- Review tax returns and work papers prepared by staff.
- Train and supervise staff along with reviewing and evaluating their work.
- Keep abreast of legislative and tax policy changes at both Federal and State levels.
Qualifications
- BA/BS degree in Accounting from an accredited college or university required; MST degree preferred.
- Active CPA license or EA certification required.
- 6+ years of progressive experience in public accounting or relevant related experience required.
- Strong accounting and analytical skills.
- Solid Tax background (Compliance, Individual, Partnership, Trust, Estate, Gift, Research & Planning).
- QuickBooks experience preferred.
- Strong executive presence along with excellent interpersonal, verbal, and written communication skills.
- Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback.
- Should have some understanding with risks associated with technical tax positions and be able to communicate these risks to the partner.Ability to work additional hours, during busy season, as needed to meet client deliverables.
- Local travel to clients may be required.
The compensation for this position ranges from $120,000 - $220,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills and certifications.
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