Job Title: Tax Senior - Financial Services - Global Compliance Reporting - Private Equity
Job Responsibilities:
As a Tax Senior in the Wealth & Asset Management practice, the candidate will have several key responsibilities centered around tax compliance and advisory work for clients. The role involves working closely with Managers through Partners on significant client issues in domestic federal, international, and state and local taxation. The focus is on implementing tax strategies that align with the client's business objectives. The candidate will be involved in tax compliance accounts for hedge funds, mutual funds, and/or private equity funds. Key responsibilities include:
- Utilizing solid technical knowledge in the asset management tax area.
- 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 firm leadership.
- Creating a positive and trusting environment where team members know each other and feel part of the team.
- Identifying key tax technical issues and raising 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:
To qualify for the role, candidates must have:
- 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.
- A 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, the candidate will also possess:
- 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 position offers a comprehensive compensation and benefits package where the candidate will be rewarded based on performance and recognized for the value they bring to the business. 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. Additionally, the Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
The company offers a team-led and leader-enabled hybrid model, expecting most people in external, client-serving roles to work together in person 40-60% of the time over the course of an engagement, project, or year. Under the flexible vacation policy, candidates will decide how much vacation time they need based on their personal circumstances. Time off will also be granted for designated company Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support physical, financial, and emotional well-being.
The company is committed to providing 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. The company is also committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities.
