Attorney in New York City, NY

Min 5 yrs required

No

## Tax Manager - Financial Services Organization (FSO) - Wealth & Asset Mgmnt

**Job Summary:** ****’s FSO Tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. The Tax Manager will be responsible for managing and coordinating tax compliance and advisory work for clients, working 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.

**Location:** Anywhere in US, with the salary range for New York City Metro Area, Washington State and California (excluding Sacramento) being $130,200 to $226,000.

**Key Responsibilities:**

- 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
- Run the day to day activities on the accounts that are spread across various locations

**Skills and Attributes:**

- Solid technical knowledge
- Ability to teach or assist in firm in - house trainings
- Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
- Build impactful relationships with new and existing clients and maintain relationship with firm leadership
- Create a positive and trusting environment where team members know each other and feel a part? of their team
- Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager – and consult when necessary

**Qualifications:**

- Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 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
- A minimum of 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
- Broad exposure to federal income taxation and exposure to state and local tax
- Excellent managerial, leadership, organizational, and verbal/written communication skills
- Demonstrated skills in mentoring and training others

**What We Offer:**

- Competitive salary range for most geographic locations in the US is $108,500 to $198,900, with the salary range for New York City Metro Area, Washington State and California (excluding Sacramento) being $130,200 to $226,000.
- Comprehensive compensation and benefits package
- Continuous learning
- Success as defined by you
- Transformative leadership
- Diverse and inclusive culture

******: Building a Better Working World**

**** exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse **** teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, **** teams ask better questions to find new answers for the complex issues facing our world today.

**** is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. **** is committed to providing reasonable accommodation to individuals with disabilities.

**Job Title: Tax Manager - Financial Services Organization (FSO) - Wealth & Asset Mgmnt**

**Location:** Anywhere in US

**Salary:** Competitive, with the salary range for most geographic locations in the US is $108,500 to $198,900, and the salary range for New York City Metro Area, Washington State and California (excluding Sacramento) being $130,200 to $226,000.

**Job Description:** ****’s FSO Tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. As a Tax Manager in our Wealth & Asset Management practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients, working 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. The Tax Manager will 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. They will also 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.

**Skills and Qualifications:**

- Bachelor's degree and a minimum of 5 years of related

Medical and Dental Coverage, Pension and 401(k) Plans, Paid Time Off Options

Managerial, Leadership, Organizational, Verbal/Written Communication, Mentoring and Training, Tax Technical Knowledge

Bachelor's Degree

Legal