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Years of Experience
Date Last Verified
ProfileManager, Alternative Investments Responsibilities: Manage client portfolios of various size and scope; act as the first point of contact for internal and external clients. Manage teams of tax professionals/assistants working on client projects. Understand and analyze the U.S. Generally Accepted Accounting Principles (GAAP) rules affecting the taxpayer. Manage risk and financial performance of engagements, including billing, collections, and the budget for projects. Deliver high quality tax service and advice to clients. Assess tax impact on clients, develop tax arguments to support conclusions, and suggest plans to clients.
Qualification and Experience
Qualifications: Bachelor's degree from an accredited college/university; licensed CPA or JD Degree/LL.M. 5+ years of corporate tax experience in the financial services industry supporting alternative investments (investment partnership and or mutual fund tax experience). Previous experience as a tax manager with a public accounting firm. Proficiency in the taxation of corporations, consolidated entities, partnerships, and other flow-through entities. Applied working knowledge of U.S. GAAP, accounting procedures, C-Corp tax regulations, and FAS-109. Excellent verbal and written communication skills with the ability to articulate complex financial information.
Requisition #: 32996
717 North Harwood Street
Dallas, TX 75201-6585