Tax Manager - Financial Services (Asset Management)

This job was posted over 30 days ago, so it has most likely closed. See newer jobs like it.

Written by AI from the job title and company, not by EisnerAmper, so some details may not match this job. The employer's own page has the real description.

Job Overview

The Tax Manager - Financial Services (Asset Management) at EisnerAmper will be responsible for managing and overseeing the tax compliance and consulting needs of clients in the asset management sector. This role entails collaborating with internal teams and clients to deliver high-quality tax services, ensuring compliance with federal, state, and international tax regulations, and contributing to the development of tax strategies that optimize the clients' financial position. The successful candidate will lead a dedicated team, offering mentorship and guidance while fostering a collaborative environment to enhance performance and efficiency.

Job Responsibilities

• Manage and coordinate the preparation and review of complex tax returns for various asset management entities including partnerships, corporations, and funds.
• Provide strategic tax planning and consulting services to optimize the clientele's tax positions and minimize liabilities.
• Stay updated on tax legislation, regulations, and policies affecting the asset management industry to ensure compliance and proactive advisory services.
• Lead and mentor junior tax staff, providing training and professional development opportunities to enhance their skills and knowledge.
• Collaborate with internal teams such as audit, financial reporting, and advisory services to provide integrated solutions to clients.
• Prepare and present complex tax issues and solutions to a diverse audience including clients and stakeholders.
• Manage client relationships, ensuring a high level of satisfaction and effective communication throughout the engagement lifecycle.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; Master’s degree in Taxation or relevant field is preferred.
• Certified Public Accountant (CPA) designation is required.
• 5+ years of experience in tax compliance and consulting, with specific experience in the asset management industry.
• Strong knowledge of federal, state, and international tax laws and regulations impacting financial services.
• Exceptional analytical, problem-solving, and organizational skills.
• Excellent communication skills, both written and verbal, with the ability to present complex information clearly.
• Demonstrated experience in managing multiple projects and clients simultaneously.

Technologies & Tools

The Tax Manager will utilize a variety of technologies and tools essential for effective tax management and compliance. This includes advanced tax preparation software (such as CCH Axcess Tax and Thomson Reuters Onvio), accounting software (like QuickBooks and SAP), and project management tools to enhance workflow efficiency. Familiarity with data analysis tools and Microsoft Excel is also crucial for reporting and analytical tasks.

Ideal Candidates

The ideal candidate for the Tax Manager position at EisnerAmper will exhibit strong leadership qualities, effective communication skills, and a client-centric mindset. They should possess a detail-oriented approach, combined with a strategic viewpoint to align tax planning with business objectives. A commitment to professional excellence, continuous learning, and a collaborative work ethic are essential traits that will enable success in this role. Furthermore, candidates should demonstrate the ability to thrive in a fast-paced environment while maintaining high standards of quality and compliance.