Job description
Responsibilities:
- Provide detail review and analysis of complex Private Equity & Hedge Fund partnership tax returns.
- Work on multiple complex issues while communicating in a non-technical matter to facilitate communication between the client and the service team, all while managing risk for both the client and the firm.
- Interact directly with clients handling questions, planning, concerns, etc.
- Develop, motivate, and train staff level and intern team members.
- Performing, documenting, and summarizing research and conclusions regarding specific tax issues.
- Remain up-to-date on current tax practices and changes in tax law.
Required Qualifications:
- Bachelor's degree in commerce, Accounting or related field.
- 4-5 years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firm.
- Must be eligible to sit for the CPA exam, CA, EA or a licensed JD.
- Prior tax compliance & consulting experience serving Asset Management clients.
- Working knowledge of tax code and technical aspects of tax preparation and compliance.
- Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
Preferred Qualifications:
- Master of Accounting, Master of Taxation or MBA preferred.
- Active CPA, EA, CA.
- Proven track record managing client engagements from start-to-end.
