Tax Manager

Responsibilities

Be responsible for managing and coordinating tax compliance and advisory work for clients in the areas of investment and hedge funds, mutual funds and insurance. Provide timely and high-quality services and work products that exceed client expectations. Develop budgets, determine resource requirements and direct/monitor engagements, as well as participate in managing a tax compliance group by assisting with forecasting future compliance work, delegating work effectively and resolving staffing issues. Maintain continuous interaction with clients, manage expectations and drive outstanding client service. Build on technical competence by keeping up to date on trends and developments. Build client relationships and understand the clients industry to recognize key performance drivers, business trends and emerging technical and industry developments. Conduct timely performance reviews and provide performance feedback/training.

Requirements

• Provide timely and high-quality services and work products that exceed client expectations
• Develop budgets, determine resource requirements and direct/monitor engagements, as well as participate in managing a tax compliance or advisory (legal/regulatory) group by assisting with forecasting future work, delegating work effectively and resolving staffing issues
• Maintain continuous interaction with clients, manage expectations and drive outstanding client service
• Build on technical competence by keeping up to date on trends and developments
• Build client relationships and understand the client’s industry to recognize key performance drivers, business trends and emerging technical and industry developments
• Conduct timely performance reviews and provide performance feedback/training
• A bachelor’s degree in accounting, finance, business, law or a related field
• A CPA or equivalent internationally recognized accounting certification, Enrolled Agent certification and/or JD/LLM/LPC degree or equivalent; non-certified candidates at the manager or above level must obtain a certification within 1 year of hire date
• Managers — A minimum of five (5) years of relevant tax compliance or advisory experience with demonstrated career progression; prior experience within a public accounting or professional services firm as well as the financial services industry is required

The successful candidates must have strong analytical, interpersonal and communication skills, an ability to work a flexible schedule as overtime will be required, as well as a dedication to teamwork and integrity within a professional environment.