Description Manager, Financial Services Tax (SALT) How you will contributeAs a member of the Tax Financial Services team with a focus on asset management tax reporting, you will:
- Manage complex tax compliance and reporting engagements, including partnership and corporate filings and multijurisdictional tax reporting
- Advise on the tax implications of multi-tiered partnership and fund structures, including allocations, basis considerations, state partnership taxation, and structuring for tax efficiency
- Build relationships with clients to understand their business and their unique circumstances, apply tax technical knowledge to client issues, and identify opportunities to provide additional services
- Assist with managing 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, leading regular training sessions for less experienced team members, and mentoring other team members
- 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
- Manage 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
- Stay up to date with research tools and news regarding broad business issues to develop market insight into new opportunities regarding how Tax and A&M can help address their critical business issues
Qualifications- Bachelor's degree in accounting
- At least 4 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
- Prior experience with federal and state C-Corp taxation, including income tax provisions
- Licensed CPA
- 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
- Prior proven experience leading and managing multiple concurrent workstreams and taking initiatives in training and mentoring junior staff
- Strong communication, presentation, and project management skills, with an interest in supporting business development efforts and managing client relationships
- 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
- Experience with all Microsoft Office products, specifically Microsoft Excel
- Familiarity with tax compliance software (e.g., OneSource, GoSystem, or similar) and ability to work with large, complex datasets
Your journey at A&MAt A&M, professional growth is tied directly to performance, not tenure. Our people take on meaningful, hands-on work supported by a performance development process that rewards contribution and fosters a culture of meritocracy. Stretch roles, evolving business needs, and firm growth create ongoing opportunities for ownership and building new skills, while direct access to senior leaders provides mentorship and real-time coaching along the way. We also prioritize your wellbeing through comprehensive benefits and resources. Together, these elements create an environment where high-performing professionals can continue to grow and advance from day one.
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 $145,000 - $185,000 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.
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