Tax Manager - Financial Services (Asset Management)

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Position Overview

The Tax Manager - Financial Services (Asset Management) at EisnerAmper is responsible for overseeing and managing tax compliance, planning, and advisory services for our clients within the asset management sector. This role requires a deep understanding of tax regulations related to investment funds and partnerships, as well as the ability to analyze complex financial information. The successful candidate will lead a team of tax professionals, engage with clients to provide tailored solutions, and ensure timely and accurate filing of tax returns while optimizing tax strategies for maximum client benefit.

Job Responsibilities

• Oversee preparation and review of federal, state, and local tax returns for investment funds and related entities.
• Manage client relationships, ensuring a high level of service and addressing client inquiries promptly.
• Develop and implement tax strategies and planning opportunities to maximize tax efficiency for clients.
• Conduct research on complex tax issues and provide technical guidance to clients and team members.
• Coordinate and lead tax audits, working closely with tax authorities as necessary.
• Train and mentor junior staff members to enhance their knowledge and experience in tax matters.
• Stay updated on changes in tax legislation and regulations affecting the financial services industry.
• Prepare and present tax-related findings and recommendations to clients and internal stakeholders.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; Master’s degree or JD preferred.
• Active CPA certification is required.
• A minimum of 5 years of progressive tax experience within financial services, focusing on asset management.
• Strong knowledge of federal and state tax laws governing investment funds and related structures.
• Proficient in tax compliance and planning software, with advanced Excel skills.
• Excellent analytical and problem-solving skills, with a keen attention to detail.
• Strong communication and interpersonal skills to effectively convey tax concepts to clients.

Technologies & Tools

The Tax Manager will utilize a variety of technologies and tools to perform their duties effectively. Commonly used software includes tax compliance software such as CCH Axcess and Thomson Reuters ONESOURCE, accounting systems such as QuickBooks or SAP, as well as advanced Excel for data analysis. Familiarity with data visualization tools and secure client communication platforms may also be required to enhance service delivery.

Ideal Candidates

The ideal candidate for the Tax Manager position at EisnerAmper is a proactive, detail-oriented professional with a passion for the tax landscape within financial services. They possess strong leadership qualities, allowing them to guide and develop a team while maintaining high standards of accuracy and service. Exceptional interpersonal skills and a client-centric approach are vital, as is the ability to adapt to the ever-changing tax environment. The successful candidate will thrive in a collaborative setting and demonstrate a commitment to continuous learning and professional growth.