Experience
5 yrs required
Location
Walnut Creek, CA, United States
Posted on
Dec 03, 2022
Profile
Tax Manager/Senior Manager, Asset Management
The candidate will manage a portfolio of clients of various 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. Understand and analyze the U.S. Generally Accepted Accounting Principles (GAAP) rules affecting the taxpayer. Help manage risk and financial performance of engagements including billing, collections, and the budget for projects. Advise clients and be responsible for delivering high quality tax service and advice. Help assess tax impact on clients, develop tax arguments to support conclusions, and suggest plans to clients. Participate in and contribute to market and business activities that are external to the firm while providing direction to and maintaining managerial responsibility for a team. Act as a coach and mentor to other tax professionals. Bachelor's degree from an accredited college/university is required. Should be licensed CPA, Enrolled Agent, J.D., or LL.M. degree. Previous experience as a tax manager with a public accounting firm is required. Should have 5+ years of corporate/partnership tax experience in the financial services industry supporting alternative investments (investment partnership and/or mutual fund tax experience).Should have 8+ years of experience as a tax senior manager in a public accounting firm supporting alternative investments (investment partnership and/or mutual fund tax experience). Solid skills in reviewing 1120 RIC, 1065 tax returns, including Schedule K-1 and experience managing multiple client engagements and client service teams is required.
Company info
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