Tax Manager - Mutual Funds

Work You'll Do

As a Tax Manager, you will:

• Deliver tax consulting services to clients
• Bring in specialists as needed
• Perform high-level tax research
• Create and review tax work papers, financial statement provisions, and related disclosures
• Prepare and file federal and relevant state returns
• Conduct excise calculations
• Ensure RIC compliance tests
• Motivate, mentor, and train 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