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Tax Senior Manager | Asset Management

2 months ago

Falls Church, United States Forthright Case Management Llc Full time

Description & Requirements

As a Forvis Mazars Tax Senior, you will have the opportunity to lead and develop a team in tax, while also providing an unmatched client experience. If you have experience with tax advisory services, tax compliance, and tax provision to a diversified client base, this is the position for you

How you will contribute:

Provide tax compliance and advisory services to clients in the investment management industry including, but not limited to: hedge funds, private equity funds, and energy funds

Help develop, build, and manage client relationships

Assist in managing, developing, and coaching professional tax personnel

Review returns prepared by tax staff

Effectively delegate responsibilities, monitoring efforts of engagement teams

Research complex tax issues, apply findings to projects, and clearly communicate those findings in writing to the client

Maintain frequent communication with client management/personnel and consistently sell additional services provided by the firm

Have a disciplined approach that is reasonably successful in attracting new clients and developing referral sources

We are looking for people with Forward Vision and:

Extensive technical tax and accounting knowledge

High-level analytical and reasoning skills

Ability to work efficiently under pressure and against client deadlines

Effective verbal and written communication skills

Attention to detail without losing sight of the big picture

Experience managing multiple client engagements

Excellent client relationship and time management skills

Minimum Qualifications:

Bachelor's degree in accounting, finance, or a related field from an accredited college/university

1-5 years of relevant tax experience providing tax compliance and advisory services in public accounting or with a professional services or consulting firm

CPA License

Preferred Qualifications:

Experience providing tax compliance and advisory services within the investment management industry (i.e. hedge funds, private equity funds, energy funds, real estate funds, fund of funds)

In taxation of investment partnerships, such as private equity, funds, hedge funds, venture capital funds, commodity pools, digital asset funds, passive foreign investment companies, controlled foreign corporations, and similar entities. Gosystem is a huge plus

Proficiency with MS Office suite- Word, Excel, and PowerPoint

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