Tax Manager - Financial Services (Asset Management)

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Overview

The Tax Manager - Financial Services (Asset Management) at EisnerAmper is responsible for overseeing the tax compliance and consulting services for our diverse portfolio of asset management clients. This role involves leading tax engagements, ensuring adherence to regulatory requirements, and delivering strategic tax planning initiatives. The ideal candidate will leverage their expertise in tax law and asset management to provide valuable insights, manage client relationships, and contribute to the growth of our tax practice while fostering a collaborative team environment.

Job Responsibilities

• Lead tax compliance and consulting engagements for asset management clients, ensuring timely and accurate filing of tax returns.
• Develop and implement tax strategies and planning for various investment vehicles, including partnerships and corporations.
• Review and analyze financial statements, tax provisions, and other financial reports to identify tax implications and opportunities.
• Provide guidance to clients on tax-efficient structures and assist in mitigating tax risks associated with transactions.
• Manage and mentor junior staff, providing training and support in tax-related projects and professional development.
• Stay current with tax legislation and changes in regulations impacting the asset management industry.
• Collaborate with cross-functional teams to address client needs and implement best practices in tax compliance.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; a Master's degree in Taxation or an MBA is preferred.
• CPA designation is highly desirable; other relevant certifications (e.g., EA, CFA) will be considered a plus.
• A minimum of 5 years of experience in tax compliance and consulting within the financial services or asset management sectors.
• Demonstrable knowledge of federal, state, and international tax regulations relevant to investment funds.
• Strong analytical skills with an ability to interpret complex tax laws and assess their impact on clients.
• Excellent communication and interpersonal skills to effectively engage with clients and team members.
• Proficient in utilizing tax software and Microsoft Office Suite; familiarity with tax research tools is beneficial.

Technologies & Tools

The Tax Manager will utilize various technologies and tools to enhance operational efficiency and deliver high-quality services. Key software includes tax compliance tools such as CCH Axcess and Thomson Reuters UltraTax, alongside data analysis applications like Excel for financial modeling and reporting. Familiarity with accounting software including QuickBooks or Sage may also be advantageous for integrating tax and financial data.

Ideal Candidates

Ideal candidates for the Tax Manager position at EisnerAmper are proactive, detail-oriented professionals who possess strong critical thinking abilities and a solid understanding of the asset management landscape. They should demonstrate leadership qualities, fostering a collaborative work environment while driving the team towards success. Additionally, successful candidates will exhibit exceptional client-facing skills, showcasing their ability to build lasting relationships and offer tailored tax solutions that align with client objectives.