Tax Senior Manager - Asset Management

About the role

This position involves providing tax compliance and advisory services focused on pass-through entities and partnerships, primarily within asset management clients.

Responsibilities

• Manage a portfolio of clients, acting as the main point of contact for internal and external stakeholders.
• Oversee and guide teams of tax professionals working on client projects.
• Deliver high-quality tax advice and ensure compliance with relevant regulations.
• Participate in market activities and identify new business opportunities.
• For Senior Managers, additionally manage engagement risks, financial performance, billing, collections, and team mentoring.

Qualifications

• Minimum five years of recent pass-through and partnership tax experience for Manager level; eight years for Senior Manager.
• Bachelor's degree from an accredited institution; CPA, JD/LLM, or EA credentials are preferred.
• Experience managing multiple client engagements and leading teams.
• Strong knowledge of pass-through entities, partnerships, and industry regulations.
• Leadership skills to mentor staff and identify growth opportunities.

Additional attributes

Ability to manage risk, financials, and client relationships effectively, with a focus on delivering exceptional service and fostering team development.