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Years of Experience
Date Last Verified
ProfileTax Services Manager - Financial Services - Asset Management The candidate will manage and coordinate tax compliance and advisory work for clients. Will work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. Manage tax compliance accounts for hedge funds and or private equity funds. Review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1's and partnership tax returns. Review partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations. Analyse trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
Qualification and Experience
The candidate should have a Bachelor's degree and 5+ years of related work experience OR an Advanced degree in tax or law and 4+ years of related work experience. CPA license or a licensed Attorney is required or the ability to achieve either within a one year from hire date. Must have 5+ 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 is required. Broad exposure to federal income taxation and exposure to state and local tax is needed.
Ref. #: SAN006YQ