Tax Manager for Asset Management
4 days ago
Spartan Placements, LLC is seeking a seasoned Tax Manager to lead our asset management tax compliance engagements. As a key member of our team, you will oversee the delivery of high-quality services to our clients, ensuring that all tax obligations are met while minimizing risk.
Job OverviewThe successful candidate will have a strong background in partnership taxation, with extensive experience in preparing and reviewing partnership tax returns, Schedules K-1 and K-3. Proficiency in computing taxable income and partnership allocations for private funds is essential. Knowledge of wash sales, straddles, carried interest and incentive allocations is also required.
Responsibilities- Lead tax compliance engagements for asset management clients, ensuring timely and accurate delivery of services.
- Research and explain the impact of tax legislation on asset management clients as part of tax consulting projects.
- Coach junior staff members and share knowledge and experience with the team.
- Coordinate multiple engagement teams' schedules and deadlines.
- Manage deadlines and client expectations.
- Handle billing and WIP management.
- Certified Public Accountant (CPA) or Juris Doctor (JD) required.
- Minimum 5 years of progressive experience at a public accounting firm.
- Excellent leadership and organizational skills.
- Strong external and internal communication skills, due to client-facing role and importance of strong partnerships with internal engagement teams.
- Proficiency in Microsoft Office, including Outlook, Excel, Word, and Adobe.
- Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo.
We offer a competitive salary range of $120,000 - $160,000 per year, depending on experience, plus benefits.
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Senior Portfolio Manager
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Portfolio Management Executive
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