Role Summary:
Seeking a Tax Manager to provide tax compliance and advisory services for pass-through entities and partnerships, primarily within the Asset Management sector.
Key Responsibilities:
Manage client portfolios, acting as the main contact and building strong relationships
Oversee multiple client engagements, ensuring quality, risk management, and financial performance including billing and budgets
Lead and coordinate multidisciplinary teams of tax professionals and assistants
Deliver high-quality tax advice and ensure compliance with regulations
Contribute to market and business development activities
Qualifications & Skills:
At least five years of recent pass-through and partnership tax experience in an accounting firm, corporation, or law firm
Bachelor’s degree from an accredited institution
Licensed CPA, EA, JD/LLM, or other approved credential; if not initially held, must obtain within one year of employment
Experience managing multiple client engagements and teams
Excellent verbal and written communication skills, capable of articulating complex information effectively
The role emphasizes leadership, client management, technical tax expertise, and adherence to professional standards, within a collaborative and innovative environment.