Tax Senior Manager, Asset Management

Tax Senior Manager, Asset Management Job Description Template

Our company is looking for a Tax Senior Manager, Asset Management to join our team.

Responsibilities:

  • Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice;
  • Manage risk and financial performance of engagements including billing, collections, and project budgets;
  • Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients;
  • Manage teams of tax professionals/assistants working on client projects;
  • Work as part of a multi-disciplinary team helping to provide industry knowledge and experience;
  • Advise clients and be accountable for delivering high quality tax service and advice;
  • Participate in and contribute to market and business activities external to the firm;
  • Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients;
  • Act as a coach and mentor to other tax professionals;
  • Assess the tax impact on clients, develop tax arguments to support conclusions, and suggest recommendations to clients;
  • Manage risk and financial performance of engagement, including billing, collections, and budget for assigned projects.

Requirements:

  • Experience managing multiple client engagements and client service teams;
  • A minimum of five years of pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm;
  • Experience mentoring and counseling staff level team members;
  • Experience with pass-through entities and partnerships;
  • A minimum of eight years of pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm;
  • Alternative investments (investment partnership and/or mutual fund tax) experience;
  • A minimum of eight years of experience as a tax senior manager in a public accounting firm;
  • Strong verbal and written communication skills, with the ability to articulate complex financial information.