In this role, the selected candidate will build and maintain client relationships; proactively interact with key client management to gather information, resolve tax-related issues, and make recommendations for business and process improvements.
In this role, the selected candidate will support multiple international tax engagements and contribute to the delivery of quality tax planning services for our diverse clients; build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to complex situations.
In this role, you will assist the Director of Accounting and Financial Reporting with the investor reporting functions of Lancaster Pollard Holdings, LLC (LPH) and with budgeting and forecasting for all entities.
In this role, you will prepare mutual fund / regulated investment company ( RIC ) annual tax provision packages inclusive of financial statement tax disclosure item, required annual distributions and documentation of compliance with RIC qualification requirements.
A Core Tax Services Senior Associate is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review.