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Umanist NA

Financial Services Tax Manager

6-8 Years

This job is no longer accepting applications

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  • Posted a month ago

Job Description

Domain

Accounting/Corporate Finance,981

About The Role

We are seeking a highly skilled Tax Manager to join our Financial Services Tax practice. The role involves managing and delivering a wide range of US tax compliance and advisory services for clients in the financial services industry, including hedge funds, private equity funds, venture capital funds, and fund of funds.

The ideal candidate will have strong expertise in reviewing complex Partnership (Form 1065) tax returns, leading client engagements, and managing teams in a fast-paced, dynamic environment.

Key Responsibilities

  • Deliver a full range of Partnership Tax services for Financial Services clients in compliance with US tax laws and regulations.
  • Review and manage complex Form 1065 tax returns, supporting workpapers, and related compliance.
  • Manage compliance for:
    • Form 1065, Schedules K-1, K-2, K-3
    • State and Local Tax filings
    • International filing requirements
  • Provide tax planning and advisory support to clients, ensuring high-quality and timely deliverables.
  • Lead client relationships on day-to-day tax matters while supporting partners in service execution and growth opportunities.
  • Conduct research and provide technical consultation on tax issues and special projects.
  • Proactively identify and resolve tax issues, providing innovative solutions.
  • Manage, train, and mentor staff while contributing to their performance evaluation and professional growth.
  • Collaborate with US counterparts and utilize advanced technology platforms to deliver efficient tax services.
Must-Have Qualifications

  • Bachelor's degree in Accounting, Finance, or related field.
  • Professional certification: CPA / CA / Enrolled Agent (mandatory).
  • Minimum 6 years of progressive US/Global taxation experience, including at least 1 year in a Manager role.
  • Strong expertise in:
    • Hedge Fund Taxation
    • Private Equity Taxation
    • Funds of Funds Taxation Shift timings: 12:30 pm to 9:30 pm, should be flexible during busy season
Skills: advanced,engagements,form,private equity,compliance,returns,tax,us tax,range,financial services

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About Company

Job ID: 127648471

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