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 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
- Enhance leadership style by motivating, developing, and inspiring others to deliver quality
- 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 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
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- 4 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- 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 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 be dependent 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.
Legal Information
Company is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status, or any other status protected by law. For qualified applicants impacted by various Fair Chance Ordinances, arrest or conviction records will be considered for employment in accordance with these laws. Company recognizes that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. These factors are evaluated thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the company's application deadlines webpage.
