Manager - Financial Services Industries - Mutual Fund Tax

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Manager - Financial Services Industries - Mutual Fund Tax
The candidate will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. Will conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary. Perform a high-level of tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests. Motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax Seniors; begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one engagement-specific training and one national training per year.

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