Tax Manager - Mutual Funds
Work You'll Do
You will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients.
You will conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary;
- perform a high-level of tax research
- work on regulated investment company (RIC) tax work papers
- financial statement provisions and related tax disclosures
- federal and relevant state returns
- excise calculations
- RIC compliance tests
You will motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax Seniors;
- begin taking on lead client contact roles on engagements
- be involved in sales and marketing activities
- attend required training
- facilitate at least one engagement-specific training and one national training per year
- Bachelor's degree in accounting, finance, or other business-related field
- 5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- One of the following active accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible: Licensed Attorney
- Enrolled Agent
- Certifications: Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous Big 4 or large CPA firm experience
- Knowledge of fund accounting and general ledger accounting
- Strong verbal and written communication skills
Qualifications
Demonstrated advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
Demonstrated basic understanding of Subchapter K and investment partnership taxation
Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred: