Job Title: Asset & Wealth Management Tax Manager
Job Responsibilities:
- Supervise and develop team members to achieve exceptional deliverables in tax services.
- Manage client service accounts and engagement workstreams, ensuring quality and timeliness.
- Independently solve and analyze complex tax-related problems to develop top-quality deliverables.
- Utilize the company's exceptional technical knowledge and industry insights to address client needs effectively.
- Drive digitization, automation, and efficiency improvements within the department.
- Coach and mentor teams to enhance their skills and performance, fostering a culture of continuous improvement and innovation.
- Oversee the successful planning, budgeting, and execution of projects.
- Ensure adherence to professional and technical standards, including the company's code of conduct and independence requirements.
- Address conflicts or issues, engaging in difficult conversations with clients, team members, and other stakeholders, escalating where appropriate.
- Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
Education and Experience Information:
- A Bachelor's Degree in Accounting is required for this position.
- A minimum of 4 years of experience in tax services is necessary.
- 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 in identifying and addressing client needs effectively.
- Ability to build, maintain, and utilize networks of client relationships.
- Success as a 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 the Asset & Wealth Management Tax Manager position is $99,000 to $266,000, with eligibility for an annual discretionary bonus. For roles based in Maryland, this is the listed salary range. Actual compensation within the range will depend on the individual's skills, experience, qualifications, location, and applicable employment laws. The company offers a comprehensive range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view benefits at a glance, please visit the provided link.
The Opportunity:
As part of the Financial Services Tax team, the role offers benefits through digitization, automation, and increased efficiencies. As a Manager, you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. The role requires leveraging the company's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.
Equal Opportunity Statement:
The 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 certain ordinances, arrest or conviction records will be considered for employment in accordance with applicable laws.
Application Process:
Applications will be accepted until the position is filled or the posting is removed. For information about anticipated application deadlines, please visit the provided link.
