Job Details

Financial Services Tax Director

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Organization Type


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Years of Experience

Min 8 yrs required


Dallas, TX

Date Last Verified

Oct 16,2017

Posted on

Dec 15,2016
Practice Area
Finance >> Finance - Banking
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Financial Services Tax Director The candidate must have 8+ years of pqe. Must have Bachelor's degree in Accounting. Should be CPA, Enrolled Agent or Member of the Bar. Extensive knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds is a must. Thorough knowledge of structuring of funds and fund management companies to best limit tax liability. Considerable knowledge of alternate investment strategies and vehicles is essential. Extensive technical skills, including partnership tax Forms, including K1 and M1 is needed. Thorough experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection.

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Req ID: 66718BR

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