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 and work on regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and 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; and facilitate at least one engagement-specific training and one national training per year.

Qualifications

• Required: Bachelor's degree in accounting, finance, or other business-related field
• Required: 5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
• Required: 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)
• Required: Demonstrated advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
• Required: Demonstrated basic understanding of Subchapter K and investment partnership taxation
• Preferred: Advanced degree such as Masters of Tax, JD, and/or LLM
• Preferred: Previous Big 4 or large CPA firm experience
• Preferred: Knowledge of fund accounting and general ledger accounting

Skills

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Able to meet deadlines
• Able to mentor and provide clear guidance to others