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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Finance - General
Tax - General
Min 3 yrs required
Tax Services Senior - Financial Services - Asset Management Attorney The candidate is responsible for tax compliance and advisory work for clients. Work with Managers through Partners 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. Analyse 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. 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. Managing multiple work assignments and deadlines.
Qualification and Experience
The candidate must have a Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience. CPA license or a licensed Attorney is required or the ability to achieve one of these certifications. A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry is needed. Familiarity with the financial services industry gained through direct involvement with managed investment vehicles is required. Broad exposure to federal income taxation and exposure to state and local tax is essential. Excellent teaming, leadership, organizational, and verbal/written communication skills are must. Demonstrated skills in the asset management tax area is necessary. A thorough understanding of building client relationships is critical.
REF-PHI002MV
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