Job Title: Tax Manager, Alternative Investments
Job Responsibilities:
The Tax Manager, Alternative Investments is tasked with providing tax compliance and consulting services to clients involved in Venture Capital, Private Equity, Hedge Funds, and Real Estate. Key responsibilities include:
Tax Compliance:
- Ensuring clients comply with all relevant authorities while minimizing their tax and reporting burdens.
- Ensuring self and client service teams comply with all company policies, standards, and the company Tax Quality Manual.
- Applying an understanding of clients’ unique circumstances, documentation, and legal requirements to prepare necessary tax filings.
- Collecting all required data for compliance and communicating any missing items for tax return preparation.
- Utilizing company compliance software to enhance efficiency in the tax preparation process.
- Collaborating effectively with Principals, Tax Seniors, and Associates to complete projects, including follow-ups on open items.
- Delivering high-quality federal, state, and international tax compliance services.
- Leading complex engagements with a team of tax professionals.
- Managing engagements, including billing, collections, and project budgets.
- Building and managing client relationships.
- Documenting client work and conclusions in the client tax file.
Tax Consulting:
- Assisting with identifying, developing, recommending, and implementing efficient and effective tax strategies.
Supervisory Responsibilities:
- Managing and mentoring teams of Tax Seniors and Associates.
Education and Experience Information:
Education:
- Bachelor’s Degree required, with a preference for a focus in Accounting, Finance, Economics, or Statistics.
- Master’s Degree in Accounting or Taxation is preferred.
Experience:
- Five or more years of relevant tax experience and/or experience in public accounting, private industry accounting, or consulting/professional services is required.
- Experience in the Financial Services industry supporting Alternative Investment funds, including Venture Capital, Private Equity, Real Estate, and Hedge Funds, is preferred.
- Proficiency in the taxation of partnerships is preferred.
- Prior supervisory experience is required.
License/Certifications:
- CPA certification, Attorney (admitted to practice in a . jurisdiction), or Internal Revenue Service Enrolled Agent (EA) is required.
- Possession of other professional degrees or certifications applicable to the role is beneficial.
Software:
- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook) and Adobe Acrobat is preferred.
- Experience with tax research databases is preferred.
- Proficiency in tax compliance process software is preferred.
Language:
- Not applicable.
Other Knowledge, Skills, & Abilities:
- Superior verbal and written communication skills.
- Ability to effectively delegate work as needed.
- Strong analytical, research, and critical thinking skills, as well as decision-making skills.
- Capacity to work well in a team environment.
- Capability to develop and manage a team of tax professionals.
- Ability to compose written tax advice.
- Capability to effectively develop and maintain client relationships.
- Executive presence and ability to act as the primary client ,000
- Colorado Range: $90,000 - $130,000
- Illinois Range: $105,000 - $130,000
- Maryland Range: $111,000 - $122,000
- Massachusetts Range: $115,000 - $130,000
- Minnesota Range: $90,000 - $120,000
- New Jersey Range: $110,000 - $145,000
- NYC/Long Island/Westchester Range: $120,000 - $150,000
- Washington Range: $110,000 - $125,000
- Washington DC Range: $123,000 - $139,000
About Us:
Join us at company, where you will find more than a career; you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At company, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. Company is proud to be an ESOP company, reflecting a culture that puts people first by sharing financially in our growth in value with our . team. Company professionals provide assurance, tax, and advisory services for a diverse range of clients across the . and in over 160 countries through our global organization.
Company is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the company’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by company through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the company’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
- Welcoming diverse perspectives and understanding the experience of our professionals and clients.
- Empowering team members to explore their full potential.
- Our talented team who brings varying skills, knowledge, and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities.
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs.
- Focus on resilience and sustainability to positively impact our people, clients, and communities.
- Company Total Rewards that encompass so much more than traditional “benefits.”
Equal Opportunity Employer, including disability/vets.
