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Years of Experience
Date Last Verified
ProfileTax Director, Asset Management Duties: Serve multinational banks, insurance companies, investment managers, broker-dealers, and hedge funds. Serves more of the largest and most complex financial services companies than any other firm. Enables us to apply this knowledge on our clients’ behalf whenever and wherever they need it. Tax consulting and compliance services to many of the world’s largest mutual funds, common trust funds, limited partnerships, hedge funds, pension funds, annuities, trusts and industry service providers.
Qualification and Experience
Requirements: Bachelor’s degree in Accounting. CPA, Enrolled Agent or Member of the Bar. 8+ Years of Experience. Knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Knowledge of structuring of funds and fund management companies to best limit tax liability. Knowledge of alternate investment strategies and vehicles. Extensive technical skills, including partnership tax Forms, including K1 and M1. 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. Thorough experience as a team leader: leading teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation.
Req ID: 91872BR
3 Embarcadero Center
San Francisco, CA 94111