Description

Director, Financial Services Tax (Asset Management)

The Team

A&M's Tax Financial Services team specializes in providing tax support to private equity firms, asset managers, private credit lenders, real estate funds, hedge funds and global banks.

Our professionals have extensive experience supporting asset managers in the compliance and reporting of complex financial instruments and transactions, with a focus on partnership tax, investor reporting (including K-1/K-2/K-3), and multi-jurisdictional filing requirements. We specialize in helping clients navigate evolving regulatory frameworks and manage tax compliance obligations across federal, state, and international regimes in a manner that is accurate, efficient, and aligned with investor expectations. Our team is committed to delivering exceptional value to our clients by understanding their unique needs and providing tailored tax solutions. By joining us, you will contribute to achieving our goals of excellence and client satisfaction, making a tangible impact within the organization and the industry at large.

How you will contribute

As a member of the Tax Financial Services team with a focus on asset management tax reporting, you will:

• Lead the execution and review of complex tax compliance and reporting engagements, including partnership and corporate filings and multinational tax reporting
• Advise on the tax implications of multi-tiered partnership and fund structures, including allocations, basis considerations, and structuring for tax efficiency
• Build relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely execution
• Manage engagement risk, including technical tax positions, compliance risks, and client delivery considerations, while overseeing staffing and financial performance for multiple engagements at once including billing, collections, profitability and project budgets
• Provide supportive leadership by providing development and career guidance through mentoring and performance feedback to your team. You will drive your team to stay up to date in tax law changes and apply the most current and innovative tax practices to create and sustain a respected reputation in the market
• Actively engage less experienced team members by leading regular training sessions
• Build relationships across Tax and the rest of A&M. Develop a deep understanding of the areas of expertise across the firm to present clients with opportunities for additional support
• Build, manage, direct and monitor multiple client engagement teams while maintaining active communication with clients to manage expectations and help ensure client satisfaction
• Actively pursue business development opportunities and prioritize where and how to source new relationships
• Regularly meet with contacts to discuss broad business issues and develop market insight into new opportunities regarding how Tax and A&M can help address their critical business issues

Qualifications

• CPA, JD (with bachelor's and master's degrees in accounting or tax, preferred),
• At least 7 years of relevant experience in partnership tax compliance, with a focus on asset managers, fund of funds, or financial services clients at a Big 4 firm, Big Law firm, or similar firm
• Solid understanding of partnership tax concepts, including allocations, capital accounts, and K-1 reporting
• Familiarity with tax compliance software (e.g., OneSource, GoSystem, or similar) and ability to work with large, complex datasets
• Exposure to corporate tax concepts relevant to asset managers, including corporate blockers, and a general understanding of ASC 740 tax provisions (e.g., current vs. deferred taxes, uncertain tax positions) is preferred
• Familiarity with international tax reporting and foreign withholding regimes, including exposure to Sections 1441, 1442, and 1446, and related investor-level reporting considerations for non-U.S. partners
• Understanding of tax concepts relevant to asset managers, including Section 163(j) interest limitation rules and deal economics and tax distribution waterfalls
• Strong communication, presentation, and project management skills, with an interest in supporting business development efforts
• Strong sense of personal motivation as well as the ability to work with a team
• Ability to work effectively in a dynamic environment with evolving timelines and competing priorities

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.

The salary range is $165,000 - $200,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

#LI-NM1