Job Title: Asset & Wealth Management Tax Manager
Job Responsibilities:
- Supervise and develop team members to achieve exceptional deliverables.
- Manage client service accounts and engagement workstreams.
- Independently solve and analyze complex problems.
- Utilize the company's technical knowledge and industry insights to address client needs.
- Drive digitization, automation, and efficiency improvements.
- Coach teams to enhance their skills and performance.
- Oversee successful planning, budgeting, and execution of projects.
- Foster a culture of continuous improvement and innovation.
- Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
- Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
- Develop skills outside your comfort zone, and encourage others to do the same.
- Effectively mentor others.
- Use the review of work as an opportunity to deepen the expertise of team members.
- Address conflicts or issues, engaging in difficult conversations with clients, team members, and other stakeholders, escalating where appropriate.
- Uphold and reinforce professional and technical standards, the company's code of conduct, and independence requirements.
Education and Experience Information:
- Bachelor's Degree in Accounting.
- 4 years of experience.
- CPA, Member of the Bar, or other tax, technology, or finance-specific credentials may qualify for this opportunity.
- Thorough knowledge of compliance and consulting for financial partnerships.
- Knowledge of structuring funds to limit tax liability.
- In-depth tax technical skills in partnership tax forms.
- Experience identifying and addressing client needs.
- Building, maintaining, and utilizing networks of client relationships.
- Success as a tax technical business advisor.
- Familiarity with CRM systems.
- Knowledge of automation and digitization in professional services.
- Experience with alternative fee arrangements and pricing strategies.
Salary Information:
The salary range for this position is $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles based in Maryland, this is the listed salary range for this position. Actual compensation within the range will depend upon the individual's skills, experience, qualifications, location, and applicable employment laws. The company offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.
