Bachelor's degree in Accounting or related field or J.D., LL.M. in Taxation
Master's in Taxation (MST) from an accredited college/university
CPA with 5+ years of experience in investment partnership tax
Familiarity with alternative investment vehicles including hedge funds and private equity
Strong skills in managing and mentoring team members
Excellent relationship management and practice development abilities
Responsibilities
Lead tax compliance and advisory services for investment partnerships
Prepare and review allocation schedules, Schedules K-1, and Forms 1065
Collaborate with a multi-disciplinary team to leverage financial services expertise
Build and maintain client relationships to enhance service delivery
Mentor and develop staff within the tax department
Benefits
Comprehensive health insurance coverage
Employee development programs and training opportunities
Flexible work arrangements and work-life balance initiatives
Performance-based recognition programs
Opportunities for career advancement within the firm
Full Job Description
Job Description
Tax Manager - Investment Funds
Position Profile
Looking for a Tax Manager to play a major role on our Investment Funds Services team. This individual will be responsible for providing tax compliance and advisory services for investment partnerships and related management entities. They will act as a lead team member on our multi-disciplinary team helping to provide financial service knowledge and experience while building and managing client relationships.
Education and Skills
Bachelor's degree in Accounting or related field or J.D., LL.M. in Taxation
Master's in Taxation (MST) from an accredited college/university
CPA with 5+ years of experience in investment partnership tax, including preparation of allocation schedules, Schedules K-1, Forms 1065 and related other related schedules
Working knowledge of alternative investment vehicles and structures, including hedge funds, private equity funds and mutual funds
Proven ability to manage, mentor and develop staff
Strong relationship management and practice development skills
