Job Title: Tax Senior Manager - Private Equity
Job Responsibilities:
As a Senior Tax Manager, the role involves providing tax compliance and consulting services specifically tailored for investment management clients. The responsibilities include:
- Conducting high-level reviews of tax research, partnership work papers, allocations, and tax returns.
- Leading client meetings focused on compliance and consulting projects concerning tax planning opportunities and the tax implications of various transactions to the funds.
- Training, mentoring, and supervising Tax Consultants, Tax Seniors, and Tax Managers, while being significantly involved in the recruitment process.
- Acting as the primary client contact on engagements, responsible for billing and profitability analysis.
- Engaging in marketplace eminence building and pursuits to enhance the firm's reputation.
Education and Experience Information:
Required qualifications include:
- A bachelor's degree in accounting, finance, or a related field.
- A minimum of 8 years of total corporate tax experience.
- Strong managerial experience with budgets, personnel, and projects.
- Effective verbal and written communication skills.
- Self-starter with the ability to manage multiple, competing priorities.
- Ability to travel up to 25%, depending on client and industry needs.
- Active accreditations such as a CPA (if eligible to sit for the CPA exam), Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP).
Preferred qualifications include:
- An advanced degree such as a Master's of Tax, JD, or LLM.
- Previous experience with a Big 4 or large CPA firm.
Salary Information:
The wage range for the role considers various factors such as skill sets, experience, training, licensure, and certifications. The current estimated range for this position is $125,570 to $285,740. Compensation decisions are influenced by the specific facts and circumstances of each case. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, which depends on individual and organizational performance.
Company Overview:
The company is a global leader in providing professional services to the Investment Management industry. The organization assists clients in addressing critical issues arising from regulatory changes, competition, globalization, technological advances, and evolving customer demands. The cross-functional industry group includes more than 2,800 partners, managers, and staff, offering a wide range of services, including assurance and advisory, tax, enterprise risk, regulatory, and consulting services to various Investment Management companies.
Diversity and Inclusion:
The company is committed to creating an inclusive culture that empowers individuals to contribute their unique perspectives and make a difference. The organization values diversity and promotes a work environment that fosters creativity and innovation to solve complex challenges for clients.
Professional Development:
The company emphasizes continuous learning and professional development, offering opportunities for employees to build new skills, take on leadership roles, and engage in mentorship. The organization supports growth through on-the-job learning experiences and formal development programs.
Equal Opportunity Employer:
The company provides equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. The organization complies with applicable laws regarding consideration of qualified applicants with criminal histories.
Note: The company name has been replaced with "company" throughout the summary.
