Job Title:
Tax Senior - Financial Services - Global Compliance Reporting - Private Equity
Job Responsibilities:
As a Tax Senior in the Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. This includes working with Managers through Partners on key client issues in domestic federal, international, and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will be involved in tax compliance accounts for hedge funds, mutual funds, and/or private equity funds. Key responsibilities include:
- Analyzing trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
- Building impactful relationships with new and existing clients and maintaining relationships with company leadership.
- Creating a positive and trusting environment where team members know each other and feel a part of their team.
- Identifying key tax technical issues and raising the appropriate questions before the work is sent for review to the partner or senior manager, and consulting when necessary.
- Managing multiple work assignments and deadlines.
Education and Experience Information:
- A Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience.
- CPA license or a licensed Attorney is required or the ability to achieve one of these certifications.
- A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry.
- Familiarity with the financial services industry gained through direct involvement with managed investment vehicles.
- Broad exposure to federal income taxation and exposure to state and local tax.
Ideally, you'll also have:
- Excellent teaming, leadership, organizational, and verbal/written communication skills.
- Demonstrated skills in the asset management tax area.
- A thorough understanding of building client relationships.
Salary Information:
The base salary range for this job in all geographic locations in the US is $90,200 to $148,700. The base salary range for New York City Metro Area, Washington State, and California (excluding Sacramento) is $108,300 to $168,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography. In addition, the Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Additional Information:
At company, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. The company offers a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business.
Company is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. Company focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
Company provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
