Job Details

Manager - Investment Management - Private Wealth Tax

Company name

Organization Type

In-House

Job Type

Attorney

Years of Experience

Min 4 yrs required

Location

Jericho, NY

Date Last Verified

Oct 16,2017

Posted on

Dec 30,2016
Practice Area
Tax >> Tax - General
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Profile

Manager - Investment Management - Private Equity Tax Responsibilities: Perform high-level reviews of tax research, partnership work papers, allocations and tax returns, as well as prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the funds. Train, mentor and supervise new and experienced-level Tax Consultants and Tax Seniors. Taking on the lead client contact role on engagements and billing and profitability analysis on engagements. Must be involved in marketplace pursuits.

Qualification and Experience

Qualifications: Bachelor's degree in Accounting, Finance, or other business related field. CPA, Enrolled Agent, or other appropriate certification required (or in process of pursuing). Advanced Degree preferred: MST, MAcc, JD Degree or LLM. 4+ years of public accounting experience (3+ years in Investment Management) or equivalent in law firms or industry. Prior Big 4 experience a plus. Experience with managing projects including scheduling, budgeting, client correspondence and billing. Strong communication, interpersonal, and organizational skills . Excellent research and writing skills. Knowledge of fund accounting and general ledger accounting a plus.

Additional info

Requisition code: E17LNITMGRRK026-PW

Company info

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