Tax Manager - Mutual Funds

Work You'll Do

As a Tax Manager, you will:

• Deliver tax consulting services to clients.
• Bring in specialists when necessary.
• Conduct high-level tax research.
• Create and review tax work papers, financial statement provisions, and related disclosures.
• Prepare and file federal and relevant state returns, including excise calculations and RIC compliance tests.
• Motivate, mentor, and supervise new and experienced-level Tax Consultants and Tax Seniors.
• Take on lead client contact roles on engagements.
• Participate in sales and marketing activities.
• Attend required training sessions.
• Facilitate at least one engagement-specific training and one national training per year.

Qualifications

• 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.
• Licensed Attorney.
• Enrolled Agent.
• Chartered Financial Advisor (CFA).
• Certified Financial Planner (CFP).

• 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

• 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.