Tax Manager - Financial Services (Asset Management)

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Job Overview

The Tax Manager - Financial Services (Asset Management) position at EisnerAmper involves overseeing tax compliance and reporting requirements for our asset management clients. This role requires a deep understanding of the tax implications associated with financial products and services, ensuring adherence to applicable tax laws and regulations. The Tax Manager will provide strategic guidance to clients on tax-efficient investment strategies, collaborate with cross-functional teams, and lead initiatives to enhance our tax services within the financial sector.

Job Responsibilities

• Manage the tax compliance process for asset management clients, ensuring timely and accurate filings.
• Prepare and review complex tax returns for various investment entities, including partnerships, corporations, and trusts.
• Research and analyze tax legislation and regulations to advise clients on their implications for investment strategies.
• Collaborate with audit and advisory teams to provide integrated tax solutions that address client needs.
• Identify opportunities for tax savings and acting as a trusted advisor to clients regarding tax planning strategies.
• Supervise and mentor junior staff, providing training and development opportunities to enhance their skills.
• Maintain up-to-date knowledge of changes in tax legislation impacting asset management platforms.
• Develop and implement tax technology solutions to enhance efficiency and accuracy in tax processes.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; Master’s degree or LLM in Taxation preferred.
• Certified Public Accountant (CPA) designation is required.
• A minimum of 5-7 years of experience in public accounting or tax consulting, with a focus on financial services or asset management.
• Strong knowledge of federal and state tax laws applicable to investment funds and financial products.
• Exceptional analytical, problem-solving, and organizational skills.
• Proficient in tax compliance software and Excel; experience with engagement management tools is a plus.
• Excellent verbal and written communication skills, with the ability to interact effectively with clients and colleagues.

Technologies & Tools

This position utilizes various software and tools for tax compliance and reporting, including CCH Axcess Tax, Bloomberg BNA, and Excel for data analysis and modeling. Additionally, knowledge of financial modeling software and data visualization tools is advantageous for effective client reporting and strategic decision-making.

Ideal Candidates

Ideal candidates for the Tax Manager role at EisnerAmper will possess a proactive attitude and a commitment to delivering high-quality tax services. They should exhibit strong leadership skills to mentor and guide junior staff while effectively managing client relationships. Good fit individuals will demonstrate a keen ability to work collaboratively within teams and exhibit strong attention to detail in their tax compliance and advisory work. Adaptability to a fast-paced environment and a passion for continuous learning will also be significant assets in this position.