Tax Manager - Financial Services (Asset Management)

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Overview

The Tax Manager - Financial Services (Asset Management) at EisnerAmper will be responsible for overseeing and managing a portfolio of asset management clients with a focus on compliance and advisory services. This position involves direct interaction with clients, ensuring adherence to tax regulations, providing strategic guidance on tax implications related to investment decisions, and coordinating with internal teams to deliver comprehensive tax solutions. The ideal candidate will possess strong analytical skills, leadership capabilities, and an in-depth understanding of the financial services industry to efficiently manage tax compliance and reporting requirements.

Job Responsibilities

• Manage and oversee all aspects of federal and state tax compliance for a diversified portfolio of asset management clients.
• Lead tax planning initiatives to optimize client tax positions while ensuring compliance with applicable tax laws.
• Review and prepare federal and state income tax returns for partnerships, corporations, and funds.
• Coordinate and supervise tax audits and engage with external auditors as necessary.
• Provide advisory services on various tax issues, including acquisitions, structures, and tax credits.
• Prepare and present tax-related findings, suggestions, and strategies to clients and internal stakeholders.
• Mentor and train junior staff members, fostering professional development within the team.
• Stay current on tax developments and regulatory changes impacting the asset management industry.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; Master’s degree in Taxation or JD preferred.
• CPA certification is required.
• 5+ years of tax experience, specifically within the financial services or asset management sector.
• Strong knowledge of federal and state tax law as it pertains to investment funds and partnerships.
• Proficient in tax software and financial tools, with the ability to analyze complex financial data.
• Excellent communication and interpersonal skills, with the ability to interact with clients effectively.
• Strong organizational skills and attention to detail, with the capability to manage multiple deadlines.

Technologies & Tools

The Tax Manager will utilize various technologies and software to manage tax compliance and reporting. Key tools include tax preparation software such as CCH Axcess Tax and ProSystem fx, financial modeling tools like Excel, and accounting platforms such as QuickBooks or Sage. Familiarity with data analytics software for tax reporting and compliance purposes is also beneficial.

Ideal Candidates

The ideal candidates for the Tax Manager position will possess exceptional analytical skills and a strategic mindset, enabling them to navigate complex tax scenarios effectively. They will be proactive problem-solvers with a strong sense of integrity and accountability. A successful candidate will demonstrate the ability to build lasting relationships with clients and colleagues alike, championing collaboration and open communication. Strong leadership qualities, coupled with a commitment to continuous improvement and staying informed on industry trends, will set them apart in this dynamic and challenging role.