Senior Tax Manager
Blake Smith Staffing, LLC
Position Description: Tax Compliance Management:
- Work with the Tax Director and other tax staff on compliance oversight of specific funds and separate accounts, including:
- Detailed review of accounting firm-prepared returns, workpapers, and K-1s.
- Maintain fund and separate account tax return compliance tracker.
- Manage tax return process for NY funds with portfolio teams and compliance firms.
- Ensure payments are made via check.
- Coordinate quarterly corporate, state non-resident withholding, and FDAP/ECI withholding estimates.
- Gather K-1s and returns from joint venture partners.
- Manage investor documentation process, including W-8s, W-9s, and QFPF certificates.
- Coordinate and conduct first review of quarterly asset and annual income testing (teams and tax staff prepare schedules from system downloads, Tax Manager reviews and updates if needed based on analysis of hedge fund rules).
- Ownership of property service questionnaire process.
- Develop and maintain tax website on teams for housing all fund and separate account tax documentation.
- Assist in the tax oversight of the to-be-formed alternatives fund, including compliance and other structuring matters.
- Oversee compliance process for 40 Act hedge fund, mainly property service questionnaires and acquisition due diligence, as well as helping with E&P calculations, SALT, and local taxes.
- Manage federal and state tax notice responses in accordance with fund and separate account policy.
- Assist in the maintenance of FATCA and know-your-client documentation (Salesforce/ICIS).
- Provide support for ongoing FATCA compliance and processes.
- Assist the Tax Director with structuring issues and prospective investor tax leakage modeling, as needed.
- Provide support for special tax initiatives, as needed (e.g., opco/propco transfer pricing study, intercompany debt transfer pricing, determination letter firm policy, state non-resident withholding policy, etc.).
- Preparation of tax provisions.
- Coordinate hedge fund testing and audit deliverables with audit firm.
- Preparation of FIN 48 memo.
- Review annual hedge fund prohibited transaction memos for file prepared by staff.
- Minimum of 13 years tax experience, preferably within the taxation department of a Big 4 firm with Hedge Fund Clients.
- CPA and Bachelor's degree in finance, accounting, or taxation.
- Hedge fund experience.
- Capable of managing own workload and tax-related deadlines of the portfolio finance teams.
- Excellent verbal and written communication skills.
- Excellent analytical skills.
- Ability to work independently and assist with the integration of tax protocol across the firm and work with individuals at all levels within multiple business disciplines.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Manager in Stamford, CT vacancy
- ...A well-established boutique CPA firm in the Greenwich, CT area that is seeking a Tax Manager or Senior Tax Manager to join its growing team. This is an excellent opportunity for a client-facing tax professional interested in long-term career growth and a potential path...Senior
Brewer Morris
Greenwich, CT4 days ago $126.1k - $253k
...thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSM is looking for a Tax Senior Manager to join our Financial Services Insurance team. Our insurance practice teams on a national basis working with colleagues...SeniorFull timeWork experience placementInternshipLocal area$124k - $335k
...LevelSenior ManagerJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on... ...to problem solve and deliver sustained outcomes. As a Senior Manager you are expected to lead large projects and innovate processes...SeniorFull timeH1b$150k - $250k
Opportunity ID 9459/*generated inline style */ Department Tax /*generated inline style */ Location(s) Hartford, Long Island,... ...do!We currently have an exciting career opportunity for a Tax Senior Manager to join the team in one of our New York Metro offices.CohnReznick...SeniorPrivate practiceLocal areaFlexible hours3 days per week$124k - $335k
...Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary The Opportunity As a Banking & Capital Markets Tax Senior Manager, you will provide strategic advice and guidance to...SeniorFull timeH1b$32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...Ability to work in a fast-paced environment independently while managing multiple priorities. \n Proficient with technology, including...SeniorLocal areaIntuit
Stamford, CT6 days ago$150k - $200k
...Job Description Job Description Senior Tax Manager | Independent CPA Firm | Partner Track | Connecticut | Hybrid Location: Hybrid — Stamford, CT (2–3 days in office) Compensation: $150,000–$200,000 base + discretionary bonus Requirements: 7+ years public...SeniorTemporary workWork at officeImmediate startFlexible hoursLevelociti
Stamford, CT21 days ago- ...Job Description Job Description Description: Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. We envision this person to be a future leader for the firm taking ownership of both...SeniorWork at officeLocal areaFlexible hours
$150k - $250k
...2/*generated inline style */ Department Tax /*generated inline style */ Location(s)... ...helps organizations optimize performance, manage risk, and maximize value through CohnReznick... ...an exciting career opportunity for a Tax Senior Manager to join the team in one of our New...SeniorLocal areaFlexible hours3 days per week$160k - $220k
...RoleiCapital is seeking a Vice President or Senior Vice President to join the Corporate... ...vendor governance, and payroll-related risk management.This role owns the company’s global... ...role partners closely with the Accounting, Tax, Treasury, Legal, and HR teams. A key area...SeniorFull timeWork at officeLocal areaRemote work- ...Job Description Job Description CPA firm a Tax Manager or Director to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses...SeniorPrivate practice
CPA firm
Stamford, CT4 days ago - ...office /1 day remote).About your team:The Interactive Brokers Global Tax Team serves an important role in the success of our business. We... ...for the company and identifies, develops, implements, and manages tax strategies to help minimize our overall tax cost. We advise...Temporary workFixed term contractWork at officeLocal areaRemote work
$100.35k - $205k
...Summary Are you an experienced federal tax professional who enjoys solving complex... ...ends May 31, 2027.Work You’ll DoAs a Tax Manager within the Business Tax Services group,... ...From entry-level employees to senior leaders, we believe there’s always room to...Work at officeLocal areaVisa sponsorship$100k - $135k
...Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across... ...for you!We are seeking an experienced Tax Manager to join our growing Not-for-Profit practice... ..., train, and mentor tax staff, seniors, and supervisorsManage multiple client engagements...Full timeLocal area3 days per week$150k - $160k
Tax ManagerGreenwich, CT | $150,000-$160,000 + BonusWe’re partnering with a growing global organization to find a Tax Manager who wants to take on a highly visible, high-impact role. Reporting directly... ...:Direct exposure to the CFO and senior leadershipOpportunity to serve as...- ...Our client, a premier fintech firm is in search of a financial systems analyst to manage its Netsuite and Concur systems. The role will support and review month-end accounting, reconciliations, internal controls, and audit readiness while also serving as a key resource...Senior
Coda Search│Staffing
Stamford, CT3 days ago - Title: Senior Tax AssociateOffice Status: Stamford CT-Hybrid 4x a week in officeSalary: Up to $150,000 baseA $30 billion Family Office/Asset Management Firm is building out their tax and finance department. They are looking for a senior tax associate who will sit in their...SeniorWork experience placementWork at office
$100.35k - $205k
...concerns, while providing solutions to complex tax issues? Do you not only know what AGI &... ...on May 31, 2027 What You’ll Do As a Tax Manager in our Private Wealth Tax practice, you... ...and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact...Private practiceWork at officeLocal area$99k - $266k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These... ...for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing...Contract workH1bPwC
Stamford, CT2 days ago$135k - $160k
...Tax Manager / Future Tax LeaderStamford, CT | Hybrid Flexibility | Growth-Focused CPA FirmThe best tax professionals aren't looking for... ...Manager ready for more influence and autonomyOr a high-performing Senior Tax Associate looking to take the next major step in their...Temporary workgpac
Stamford, CT4 days ago$120k - $140k
...Step into a clear path to partnership with direct exposure to firm leadership and client strategy. This is a high-impact Senior Tax Manager role built for professionals ready to elevate their careers. Senior Tax Manager Salary: $120,000 - $140,000 Location:...Creative Financial Staffing
Stamford, CT5 days ago- ...Tax Manager Due to continuing growth, we are seeking a Tax Manager to join our team. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on...Work at officeLocal areaFlexible hours
Platform Accounting Group
Old Greenwich, CT1 day ago $32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...Ability to work in a fast-paced environment independently while managing multiple priorities. \n Proficient with technology, including...Local areaIntuit
Greenwich, CT24 days ago$32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including...SeniorLocal areaIntuit
Stamford, CT19 hours ago- ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...future, and what we stand for as a firm.KPMG is currently seeking a Manager to join our Business Tax Services practice. Responsibilities:Provide...Local area
$100k - $135k
...Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across... ...for you!We are seeking an experienced Tax Manager to join our Professional Services group.... ...Supervise, mentor, and develop staff and senior-level team members.Manage multiple client...Full timeLocal area3 days per week$70k - $95k
...Job Description Tax Senior/Reviewer Opportunity in Stamford, CT - Boutique Firm with Big Growth! Join a firm where your work matters-and your life outside of work does too. A boutique tax and advisory firm based in the Stamford area is seeking a Tax...SeniorFlexible hoursgpac
Stamford, CT3 days ago$73.5k - $244k
...Industry/Sector Not Applicable Specialism IFS - Finance Management Level Manager Job Description & Summary The Opportunity... ...As a State & Local Manager on the PwC Internal Partnership Tax Team, you will work within the firm's internal Tax department and...Full timeH1bLocal area$70k - $100k
...Senior Audit Associate If you are a proven and experienced Senior Audit Associate looking to contribute your expertise to a Top CPA firm, an exceptional opportunity awaits! This respected and expanding CPA firm is seeking a Senior Auditor who will deliver significant...SeniorWork at officeFlexible hours$100.35k - $205k
...Are you a strategic and creative federal tax professional who likes solving complex federal... ...practice! What You’ll Do As a Tax Manager within the Financial Services arm of our... ...development From entry-level employees to senior leaders, we believe there’s always room to...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Manager. Be the first to apply!
Related searches
- sr tax manager Stamford, CT
- tax director Stamford, CT
- senior tax director Stamford, CT
- sales & use tax manager Stamford, CT
- senior international tax manager Stamford, CT
- state tax manager Stamford, CT
- tax manager public accounting Stamford, CT
- tax manager Stamford, CT
- hedge fund private equity tax manager Stamford, CT
- senior grant accountant Stamford, CT