Attorney in Charlotte, NC

In-House

Charlotte, NC

Attorney in Charlotte, NC

Non-practicing Attorney

No

Job Title: Tax Managing Director, Alternative Investments

Job Responsibilities:

Tax Compliance:
- Ensure clients comply with applicable authorities while minimizing tax and reporting burdens, aligning with company policies, standards, and the Tax Quality Manual (TQM).
- Understand client-specific circumstances, documentation, and legal requirements to prepare necessary filings (tax returns), ensuring full compliance and minimized tax burdens.
- Collect data required for filing, identify missing items, and communicate effectively to prepare returns.
- Utilize company's compliance software to enhance efficiency in tax preparation.
- Collaborate effectively with Principals, Senior Managers, Managers, Tax Seniors, and Associates to complete projects, including follow-ups on open items.
- Deliver high-quality federal, state, and international tax compliance services.
- Lead complex engagements with a team of tax professionals.
- Manage engagements, including billing, collections, and project budgets.
- Build and manage client relationships, assist in developing new clients and opportunities.
- Document client work and conclusions in the client tax file.

Tax Consulting:
- Identify, develop, recommend, and implement efficient and effective tax strategies.

Supervisory Responsibilities:
- Manage teams of Senior Managers, Managers, Tax Seniors, and Associates.

Education and Experience Information:

Education:
- Bachelor’s Degree in Accounting, Finance, Economics, or Statistics required.
- Master’s Degree in Accounting or Taxation preferred.

Experience:
- Ten or more years of relevant tax experience and/or experience in public accounting, private industry accounting, or consulting/professional services required.
- Preferred experience in financial services industry supporting Alternative Investment funds, including Venture Capital, Private Equity, Real Estate, and Hedge Funds.
- Proficiency in the taxation of partnerships preferred.

License/Certifications:
- CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent required.
- CFP or Masters in Tax preferred.

Software:
- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat preferred.
- Experience with tax research databases preferred.
- Proficiency in tax compliance process software preferred.

Language:
- N/A

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 of developing and managing a team of tax professionals.
- Ability to compose written tax advice.
- Capability of effectively developing and maintaining client relationships.
- Executive presence and ability to act as primary client ,000
- Colorado Range: $170,000 - $225,000
- Illinois Range: $175,000 - $250,000
- Maryland Range: $190,000 - $260,000
- Massachusetts Range: $205,000 - $300,000
- Minnesota Range: $170,000 - $250,000
- New Jersey Range: $190,000 - $300,000
- NYC/Long Island/Westchester Range: $200,000 - $245,000
- Washington Range: $180,000 - $240,000
- Washington DC Range: $205,000 - $300,000

About the Company:

The company's purpose of helping people thrive every day is at the heart of everything they do. Together, they focus on delivering exceptional and sustainable outcomes and value for their people, their clients, and their communities. The company is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in growth in value with the . team. The company provides assurance, tax, and advisory services for a diverse range of clients across the . and in over 160 countries through its global organization.

The 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 the comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by the 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.

The company is 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, the company prides itself on:
- Welcoming diverse perspectives and understanding the experience of professionals and clients.
- Empowering team members to explore their full potential.
- A talented team who brings varying skills, knowledge, and experience to proactively help clients navigate an expanding array of complex challenges and opportunities.
- Celebrating ingenuity and innovation to transform its business and help clients transform theirs.
- Focus on resilience and sustainability to positively impact people, clients, and communities.
- Total Rewards that encompass more than traditional “benefits.”

Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets.