Tax Services Manager - Financial Services - Asset Management

Profile

Tax Services Manager - Financial Services - Asset Management
Responsibilities: Managing and coordinating tax compliance and advisory work for mutual fund clients. Work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client’s business objectives. Manage tax compliance accounts for hedge funds and or private equity funds. Review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1’s and partnership tax returns. Reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations. Review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down. Build impactful relationships with new and existing clients and maintain relationship with firm leadership. Create a positive and trusting environment where team members know each other and feel a part of their team.

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