Attorney in Albany, NY

In-House

Albany, NY

Attorney in Albany, NY

Non-practicing Attorney

Min 4 yrs required

No

Job Title: Asset & Wealth Management Tax Manager

Job Responsibilities:
The Asset & Wealth Management Tax Manager at the company is responsible for a variety of critical functions aimed at providing exceptional tax services to clients. The primary duties include:

- Supervising and developing team members to produce top-quality deliverables.
- Managing client service accounts and overseeing engagement workstreams.
- Independently solving and analyzing complex problems to meet client needs.
- Leveraging the company's technical knowledge and industry insights to address client issues effectively.
- Driving digitization, automation, and efficiency improvements within the department.
- Coaching teams to enhance their skills and performance, fostering a culture of continuous improvement and innovation.
- Overseeing successful planning, budgeting, and execution of projects.
- Motivating, developing, and inspiring others to deliver quality service.
- Addressing conflicts or issues by engaging in difficult conversations with clients, team members, and other stakeholders when necessary.
- Upholding and reinforcing professional and technical standards, including adherence to the company's code of conduct and independence requirements.

Education and Experience Information:
To qualify for the position of Asset & Wealth Management Tax Manager, candidates must possess the following education and experience:

- A Bachelor's Degree in Accounting.
- A minimum of 4 years of relevant experience.
- A CPA, membership of the Bar, or other tax, technology, or finance-specific credentials may also qualify candidates for this opportunity.

What Sets You Apart:
Candidates who stand out for this role typically have:

- Thorough knowledge of compliance and consulting for financial partnerships.
- Expertise in structuring funds to limit tax liability.
- In-depth tax technical skills in partnership tax forms.
- Experience in identifying and addressing client needs effectively.
- The ability to build, maintain, and utilize networks of client relationships.
- Proven 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 the Asset & Wealth Management Tax Manager position at the company is $99,000 to $266,000. Additionally, individuals may be eligible for an annual discretionary bonus. The actual compensation within this range will depend on the individual's skills, experience, qualifications, location, and applicable employment laws. The company also offers a comprehensive benefits package, which includes medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.

The company is an equal opportunity employer, ensuring that all qualified applicants receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, genetic information, veteran status, marital status, citizenship status, or any other status protected by law.

Please note that the company does not intend to hire experienced or entry-level job seekers who will require sponsorship through the H-1B lottery, except as specified in their policy. Additionally, for those impacted by relevant Fair Chance Ordinances, arrest or conviction records will be considered for employment in accordance with the applicable laws.