Job Title: Tax Manager - Mutual Funds
Job Responsibilities:
As a Tax Manager in the Mutual Funds sector within the department, the candidate will be responsible for leveraging their expertise in accounting and taxation to provide comprehensive tax compliance and consulting services to Investment Management clients. The role involves day-to-day management of accounts, delivering tax consulting services, and involving specialists when necessary. Key responsibilities include conducting high-level tax research, working on regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures, and preparing federal and relevant state returns, excise calculations, and RIC compliance tests. The Tax Manager will also be responsible for motivating, mentoring, supervising, and training new and experienced-level Tax Consultants and Tax Seniors. Additionally, the role involves taking on lead client contact roles on engagements, participating in sales and marketing activities, attending required training, and facilitating at least one engagement-specific training and one national training per year.
Education and Experience Information:
Required qualifications for this position include the ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week, and 5+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns. A Bachelor’s degree in accounting, finance, or another business-related field is required. The candidate should have a demonstrated advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies, as well as a basic understanding of Subchapter K and investment partnership taxation. The ability to travel up to 25% on average, based on the work and clients served, is also required. One of the following active accreditations must be obtained: Licensed CPA in the state of practice/primary office if eligible to sit for the CPA, Licensed Attorney, or Enrolled Agent. Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) are also recognized.
Preferred qualifications include an advanced degree such as Masters of Tax, JD, and/or LLM, previous experience in a Big 4 or large CPA firm, knowledge of fund accounting, and general ledger accounting, along with strong verbal and written communication skills.
Salary Information:
The wage range for the Tax Manager role is between $93,660 to $213,200. This range takes into account various factors considered in making compensation decisions, including skill sets, experience, training, licensure, certifications, and other business and organizational needs. It is noted that it is not typical for an individual to be hired at or near the top of the range for their role, as compensation decisions depend on the facts and circumstances of each case. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including individual and organizational performance.
