Director, Financial Services Tax (Asset Management)

About the role

A&M is a global consulting firm with entrepreneurial professionals who solve clients' problems and assist them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry.

Responsibilities

• Lead the execution and review of complex tax compliance and reporting engagements, including partnership and corporate filings and multinational tax reporting
• Advises on the tax implications of multi-tiered partnership and fund structures, including allocations, basis considerations, and structuring for tax efficiency
• Manage engagement risk, including technical tax positions, compliance risks, and client delivery considerations, while overseeing staffing and financial performance for multiple engagements at once including billing, collections, profitability and project budgets
• Provide supportive leadership by providing development and career guidance through mentoring and performance feedback to your team
• Drive your team to stay up to date in tax law changes and apply the most current and innovative tax practices to create and sustain a respected reputation in the market
• Actively engage less experienced team members by leading regular training sessions
• Build relationships across Tax and the rest of A&M
• Develop a deep understanding of the areas of expertise across the firm to present clients with opportunities for additional support
• Manage, direct and monitor multiple client engagement teams while maintaining active communication with clients to manage expectations and help ensure client satisfaction
• Engage in business development opportunities and prioritize where and how to source new relationships
• Regularly meet with contacts to discuss broad business issues and develop market insight into new opportunities regarding how Tax and A&M can help address their critical business issues

Requirements

• CPA, JD (with bachelor’s and master’s degrees in accounting or tax, preferred)
• At least 7 years of relevant experience in partnership tax compliance, with a focus on asset managers, fund of funds, or financial services clients at a Big 4 firm, Big Law firm, or similar firm
• Solid understanding of partnership tax concepts, including allocations, capital accounts, and K‑1 reporting
• Familiarity with tax compliance software (e.g., OneSource, GoSystem, or similar) and ability to work with large, complex datasets
• Exposure to corporate tax concepts relevant to asset managers, including corporate blockers, and a general understanding of ASC 740 tax provisions (e.g., current vs. deferred taxes, uncertain tax positions)
• Familiarity with international tax reporting and foreign withholding regimes, including exposure to Sections 1441, 1442, and 1446, and related investor-level reporting considerations for non‑U.S. partners
• Understanding of tax concepts relevant to asset managers, including Section 163(j) interest limitation rules and deal economics and tax distribution waterfalls
• Strong communication, presentation, and project management skills, with an interest in supporting business development efforts
• Strong sense of personal motivation as well as the ability to work with a team

Qualifications

• Ability to work effectively in a dynamic environment with evolving timelines and competing priorities

Skills

• Strong communication, presentation, and project management skills
• Ability to work effectively in a dynamic environment with evolving timelines and competing priorities

Benefits

• Healthcare plans
• Flexible spending and savings accounts
• Life, AD&D, and disability coverages
• Discretionary bonus program
• 401(k) retirement savings plan
• Paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave

Pay

$165,000 - $200,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography.

Schedule

Full-time