Asset & Wealth Management - Tax Senior Manager

About the role

The role is within the Asset and Wealth Management team, focusing on serving top asset and wealth management clients. The Senior Manager will lead large-scale projects, innovate processes, and interact with clients at a senior level to drive project success.

Responsibilities

• Lead and manage large-scale projects to achieve successful outcomes
• Innovate and streamline processes to enhance efficiency and effectiveness
• Maintain exceptional standards of operational excellence in every activity
• Interact with clients at a senior level to drive project success
• Build trust with multi-level teams and stakeholders through open communication
• Motivate and coach teams to solve complex problems
• Serve as a strategic advisor, leveraging specialized knowledge and industry trends
• Provide strategic input into the firm’s business strategies

Requirements

• Bachelor's Degree in Accounting
• 5 years of experience
• CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

Qualifications

• In-depth knowledge of compliance for financial partnerships
• Knowledge of structuring funds to limit tax liability
• Experience identifying and addressing client needs
• Building and utilizing networks of client relationships
• Managing resource requirements and project workflow
• Creating an atmosphere of trust in teams
• Developing new relationships and selling new services
• Innovating through new and existing technologies
• Utilizing digitization tools to enhance engagements