Attorney in Miami, FL

In-House

Miami, FL

Attorney in Miami, FL

Non-practicing Attorney

Min 5 yrs required

No

Job Title: Tax Manager - Mutual Funds

Job Responsibilities:
As a Tax Manager specializing in mutual funds, you will leverage your experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. Your responsibilities will include:
- Conducting day-to-day management of accounts by delivering tax consulting services to clients and involving specialists when necessary.
- Performing high-level tax research and working on regulated investment company (RIC) tax work papers, financial statement provisions, related tax disclosures, federal and relevant state returns, excise calculations, and RIC compliance tests.
- Motivating, mentoring, supervising, and training new and experienced-level Tax Consultants and Tax Seniors.
- Taking on lead client contact roles on engagements.
- Participating in sales and marketing activities.
- Attending required training and facilitating at least one engagement-specific training and one national training per year.

Education and Experience Information:
Required qualifications include:
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week.
- 5+ years of experience in providing tax planning services or preparing and reviewing client work papers and income tax returns.
- Bachelor’s degree in accounting, finance, or another business-related field.
- Advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies.
- Basic understanding of Subchapter K and investment partnership taxation.
- Ability to travel up to 25%, on average, based on the work done and the clients and industries/sectors served.
- Active accreditation in one of the following:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible: Licensed Attorney or Enrolled Agent.
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).

Preferred qualifications include:
- Advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous experience with a Big 4 or large CPA firm.
- Knowledge of fund accounting and general ledger accounting.
- Strong verbal and written communication skills.

Salary Information:
The salary range for this role considers various factors, including skill sets, experience, training, licensure, certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for geographic differentials associated with the position's location. A reasonable estimate of the current salary range is $93,660 to $213,200. Additionally, you may be eligible to participate in a discretionary annual incentive program, subject to program rules, with awards based on individual and organizational performance.

Legal and Additional Information:
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other legally protected basis, in accordance with applicable law.
- The company is committed to providing accommodations for applicants with disabilities. Learn more about assistance for disabled applicants on their website.
- The company's inclusive culture empowers employees to contribute their unique perspectives and make a difference. This culture promotes creativity and innovation to help solve complex client challenges.
- Professional development opportunities are available, from on-the-job learning experiences to formal development programs, enabling growth throughout one's career.
- "Company" refers to **Members Only**, a subsidiary of **Members Only**. Certain services may not be available to attest clients under public accounting rules and regulations.