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Years of Experience
Date Last Verified
Senior Manager, Mutual Fund Tax The candidate will build and manage client relationships while managing a portfolio of large clients and acting as a first point of contact for internal and external clients. Will manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professionals/assistants working on client projects. Manage risk and financial performance of engagement, including billing, collections, and budget for assigned projects. Assess the tax impact on clients, develop tax arguments to support conclusions, and suggest recommendations to clients. Participate in, and contribute to, market and business activities that are external to the firm while providing direction to, and maintaining, managerial responsibility for a team. Act as a coach and mentor to other tax professionals.
Qualification and Experience
The candidate should have a Bachelor's degree in accounting from an accredited college/university. Should be a licensed CPA or have J.D./LL.M. degree. Must have 8+ years of experience as a tax senior manager in a public accounting firm. Alternative investments (investment partnership and/or mutual fund tax) experience is required. Proficiency in the taxation of corporations, consolidated entities, partnerships, and other flow-through entities including reviewing 1120 RIC, 1065 tax returns, including Schedule K-1 is needed.
Requisition #: 35417.
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