Tax Manager - Financial Services (Asset Management)

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Job Overview

The Tax Manager - Financial Services (Asset Management) at EisnerAmper will play a pivotal role in overseeing and managing the tax compliance and planning activities related to our asset management clients. This position requires a thorough knowledge of tax regulations specific to the financial services industry and entails working collaboratively with various teams to ensure accurate reporting and strategic tax planning. The ideal candidate will demonstrate strong leadership capabilities, excellent analytical skills, and the ability to maintain up-to-date knowledge of ever-changing tax laws and regulations.

Job Responsibilities

• Manage and oversee the preparation and filing of federal, state, and local tax returns for various investment entities.
• Provide tax compliance and advisory services for asset management clients, focusing on tax minimization strategies.
• Review and analyze complex financial statements and tax filings to ensure compliance with tax regulations.
• Work closely with the audit teams to address tax-related findings and provide guidance on tax implications of financial reporting.
• Lead tax research projects and stay abreast of relevant tax law changes, ensuring proactive planning for clients.
• Coordinate with external advisors and regulatory agencies regarding tax inquires or issues related to financial services clients.
• Mentor and provide training to junior staff regarding tax compliance and planning techniques.
• Prepare and present tax-related information and strategic recommendations to senior management and clients.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field; a Master’s in Taxation or an MBA is preferred.
• CPA licensure is required; additional tax-related certifications (e.g., EA, CTA) are a plus.
• A minimum of 5 years of experience in tax management, preferably within the financial services or asset management sector.
• Strong understanding of U.S. tax regulations, particularly those affecting investment funds and asset management entities.
• Proficient in tax compliance software and Microsoft Office Suite, particularly Excel for financial analysis.
• Excellent analytical skills and attention to detail with the ability to solve complex tax issues.
• Strong communication and interpersonal skills for effective client interaction and teamwork.

Technologies & Tools

The Tax Manager will utilize a variety of technologies and tools in their daily responsibilities, including specialized tax compliance software such as GoSystem RS or Thomson Reuters UltraTax. Additionally, proficiency in Microsoft Excel is essential for managing and analyzing complex data sets, while familiarity with accounting software like QuickBooks or SAP may be beneficial in streamlining financial reporting and tax preparation processes.

Ideal Candidates

The ideal candidate for the Tax Manager - Financial Services (Asset Management) position will possess strong leadership characteristics and a proactive mindset. They will thrive in a fast-paced environment, demonstrating the ability to manage multiple priorities effectively. A candidate who shows a commitment to professional growth, excellent problem-solving abilities, and the capacity to work collaboratively with cross-functional teams will excel in this role. Additionally, a passion for continuous learning and adaptability to changing tax regulations will be integral to their success at EisnerAmper.