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 the tax compliance and planning processes for a diverse portfolio of clients within the asset management sector. This role entails significant interaction with client management, directing the tax functions, ensuring regulatory compliance, and leading a team of tax professionals. The position demands a strong fundamental understanding of investment vehicles, fund structures, and relevant tax regulations to proactively manage clients' tax obligations and provide strategic insights that drive business growth.

Job Responsibilities

• Manage and ensure the timely and accurate completion of tax filings for various investment entities.
• Provide tax compliance and consulting services to clients in the asset management and financial services industry.
• Develop and implement tax strategies that optimize tax positions for clients.
• Coordinate with external tax advisors and regulatory bodies to address complex tax matters.
• Supervise tax staff and ensure their professional development through training and mentorship.
• Research and analyze federal, state, and international tax regulations impacting the asset management industry.
• Facilitate communications between clients and the internal teams to ensure all tax-related issues are addressed promptly.
• Prepare and present tax-related reports to clients and senior management.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; a Master’s degree and/or CPA designation preferred.
• A minimum of 5 years of tax experience, particularly within the financial services or asset management sectors.
• Strong knowledge of tax compliance and planning for various investment vehicles, including mutual funds and hedge funds.
• Excellent analytical, problem-solving, and organizational skills.
• Effective communication and interpersonal skills with the ability to work collaboratively in a team environment.
• Proficiency with tax software and Microsoft Office Suite.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Technologies & Tools

The Tax Manager will utilize a range of technologies and tools in their role, including tax compliance software such as CCH Axcess Tax, Thomson Reuters UltraTax, and various data management systems. Proficiency in Excel and other Microsoft Office applications is essential for data analysis and reporting functions. The role may also involve the use of communication and project management software to streamline workflows and enhance team collaboration.

Ideal Candidates

Ideal candidates for the Tax Manager position at EisnerAmper are those who possess strong leadership and team management skills, along with a proactive approach to problem-solving. They should demonstrate an ability to navigate complex tax issues while delivering clear guidance and strategies to clients. A detail-oriented mindset, a commitment to maintaining high standards of integrity, and a genuine interest in the asset management sector are highly valued. Additionally, individuals who thrive in collaborative environments and are dedicated to continuous professional growth will find great success in this role.