Tax Manager - Financial Services (Asset Management)

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Overview

The Tax Manager - Financial Services (Asset Management) at EisnerAmper will play a critical role in overseeing the tax compliance and reporting for clients within the asset management sector. The successful candidate will manage a diverse portfolio, lead a team of tax professionals, and facilitate the delivery of high-quality services that ensure adherence to tax regulations. This position requires a comprehensive understanding of tax laws and regulations impacting financial services and the ability to provide strategic insights to clients to optimize their tax positions.

Job Responsibilities

• Oversee the preparation and filing of federal and state tax returns for clients in the asset management sector.
• Manage and mentor a team of tax professionals, providing training and development opportunities.
• Analyze tax implications of various investment strategies and provide guidance to clients.
• Conduct research on complex tax issues and ensure compliance with federal, state, and local tax regulations.
• Collaborate with clients to develop tax strategies that effectively align with their business goals.
• Assist in audits of tax returns and coordinate responses to inquiries from tax authorities.
• Stay abreast of changes in tax legislation and assess their impact on clients’ tax positions.

Qualifications

• Master's degree in Taxation, Accounting, Finance, or a related field.
• Active CPA license is required.
• A minimum of 5 years of experience in tax preparation and compliance, preferably with a focus on asset management.
• Strong technical knowledge of federal and state tax regulations, particularly as they relate to financial services.
• Excellent analytical, problem-solving, and organizational skills.
• Proficient in tax software and Microsoft Office Suite.
• A proven record of managing teams and client relationships effectively.

Technologies & Tools

The Tax Manager will utilize a variety of technologies and tools to facilitate their work. This includes tax compliance software such as CCH Axcess Tax and Thomson Reuters UltraTax, as well as Microsoft Excel for financial analysis and data management. Familiarity with accounting software and enterprise resource planning (ERP) systems is also beneficial.

Ideal Candidates

Ideal candidates for the Tax Manager position will exhibit a strong ethical compass and a commitment to providing exceptional client service. They should possess excellent communication skills, enabling them to convey complex tax concepts in a clear manner. Strong leadership qualities and the ability to thrive in a fast-paced environment are essential. Furthermore, successful individuals in this role will demonstrate adaptability, a detail-oriented approach, and a continuous learning mindset to keep pace with the ever-evolving tax landscape.