Tax Manager, Asset Management

About the role

Tax Manager in Business Tax Services, specializing in pass-through entities and partnerships for Asset Management clients.

Responsibilities

• Providing tax compliance and advisory services to clients
• Managing client portfolios and building client relationships
• Leading and mentoring tax teams on various projects
• Overseeing engagement risks, financial performance, billing, and budgets
• Delivering high-quality tax advice and ensuring client satisfaction
• Contributing to market and business development activities

Qualifications and Skills

• Minimum of five years' recent experience in pass-through and partnership tax in accounting, law, or corporate settings
• Bachelor's degree from an accredited institution
• Licensed CPA, EA, JD, or LLM, with a one-year window to obtain approved credentials if not already held
• Experience managing multiple client engagements and teams
• Excellent verbal and written communication skills, with the ability to articulate complex information effectively

Key Attributes

• Strong leadership
• Client management
• Technical expertise
• Communication skills
• Focus on delivering exceptional service and maintaining compliance