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Tax Services Senior - Financial Services - Asset Management

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Job Type


Years of Experience

Min 2 yrs required


San Francisco, CA

Date Last Verified

Aug 19,2017

Posted on

Jun 23,2017
Practice Area
Tax >> Tax - General
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Tax Services Senior - Financial Services - Asset Management The candidate will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds. Should have a Bachelor's degree and 3+ years of related work experience or an Advanced degree in tax or law and 2+ years of related work experience. Should have CPA license or a licensed attorney or have the ability to achieve one of these certifications. Must have 2+ years of relevant tax experience or equivalent experience in the financial services industry. Familiarity with the financial services industry gained through direct involvement with managed investment vehicles required. Broad exposure to federal income taxation and exposure to state and local tax is needed. Solid technical knowledge in the asset management tax area essential. Should have ability to analyse trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.

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Ref. #: SAN006YO

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