Job Details

JOB DESCRIPTION

WHY IS THIS A GREAT OPPORTUNITY?

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As a Tax Partner on our Financial Services team, you will be responsible for the day-to-day management of multiple client engagements and supervise local and regional teams. The role provides direct exposure to U.S. and international tax with regard to a broad range of Investment partnership, private equity, real estate,  and fund of funds domiciled in various domestic and international jurisdictions.   

JOB DESCRIPTION

• Primary responsibilities include managing tax consulting and compliance engagements

• Interacting directly with clients and other local teams, and managing the economics of client projects.

• Proven project management, leadership, and client interaction skills as well as a strong working knowledge of financial products and the related tax implications.

• Strong communication skills with clients is a must

• Good networker with natural ability to be a thought leader and generate new business

• Tax Partners are expected to provide leadership, mentoring, and career development of staff.

QUALIFICATIONS

• Ten or more years’ federal, state and local tax experience required; financial services tax (hedge funds, private equity, fund of funds, broker dealers, etc.)tax experience required

• Experience with security analysis, investment vehicle structures, fund structures and partnership tax allocations

• Previous experience in the implementation and/or design of tax technology solutions

• Familiarity with hedge fund and administrator accounting systems a plus

• Advanced degree in taxation required; (e.g., MST or JD)

• CPA certification required

• Big 4 experience or comparable a plus

• Strong research and communication skills (both written and oral)

• Strong executive presence and ability to participate in strategic planning initiatives

• Highly disciplined and comfortable in a fast-paced environment

• Strong interpersonal skills and effective presentation abilities

• Proactive worker who can work independently

• Must be able to multi-task in a fast paced environment

• Excellent time management skills

• Strong Microsoft Excel (sums, vlookups, data manipulation) and Word skills required

• Proficiency with PowerPoint a plus

• Willing to travel