Tax Manager, Alternative Investments

Tax Manager, Alternative Investments

The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.

Job Duties:

• Tax Compliance
• Applies understanding of client's unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client's tax and reporting burden's as low as possible;
• Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return;
• Utilizes Firm compliance software to maximize efficiency in tax prep process
• Effectively collaborates with Principals, Tax Seniors, and Associates on completion of project (follow-up with Open items list)
• Delivers high quality federal, state, and international tax compliance services
• Leads complex engagements with a team of tax professionals
• Manages the engagement including billing, collections, and the budget for projects
• Builds and manages client relationships
• Ensures/Documents client work and conclusions in the client tax file
• Tax Consulting
• Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies

Supervisory Responsibilities:

• Manages and mentors teams of Tax Seniors and Associates

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred Master's Degree in Accounting or Taxation, preferred

Experience:

• Five (5) or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
• Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred
• Proficiency in the taxation of partnerships, preferred
• Prior supervisory experience required

License/Certifications:

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), required
• Possession of other professional degrees or certifications applicable to role beneficial

Software:

• Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred
• Experience with tax research databases, preferred
• Proficient in tax compliance process software, preferred

Language:

• N/A

Other Knowledge, Skills, & Abilities:

• Superior verbal and written communication skills
• Ability to effectively delegate work as needed
• Strong analytical, research and critical thinking skills as well as decision-making skills
• Capacity to work well in a team environment
• Capable of developing and managing a team of tax professionals
• Ability to compose written tax advice
• Capable of effectively developing and maintaining client relationships
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

California Range: $112,000 - $150,000 Colorado Range: $90,000 - $130,000 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $127,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000 NYC/Long Island/Westchester Range: $125,000 - $150,000 Washington Range: $110,000 - $125,000 Washington DC Range: $120,000 - $140,000