Senior Manager, National Tax Advisory

1 week ago

Washington, United States CFA Institute Full time

A career within the National Tax Services at CFA Institute offers a unique opportunity to assist clients in navigating emerging tax challenges and trends. You will play a crucial role in implementing effective tax strategies that respond to legislative, federal, and judicial developments impacting their operations. Our focus on Mergers and Acquisitions enables clients to assess tax implications related to acquisitions, dispositions, mergers, joint ventures, and initial public offerings.

As a Senior Manager, you will collaborate with a team of problem solvers dedicated to addressing complex business challenges from strategy to execution. The CFA Institute Professional framework emphasizes the importance of purpose-driven leadership at all levels. Key responsibilities for this management role include:

  1. Encouraging open dialogue and valuing contributions from all team members.
  2. Effectively managing ambiguous and unstructured situations.
  3. Facilitating candid coaching conversations across all levels.
  4. Balancing strategic thinking with attention to detail.
  5. Anticipating stakeholder needs and proactively discussing potential solutions.
  6. Providing technical expertise in your area of specialization.
  7. Fostering an environment where individuals and technology collaborate effectively.
  8. Navigating the complexities of diverse teams and engagements.
  9. Leading open discussions with teams, clients, and stakeholders to build trust.
  10. Upholding the organization's code of ethics and business conduct.

We are at the forefront of technology-enabled tax advisory services, delivering value through digitization, automation, and enhanced efficiencies. Our team is equipped to handle the complexities of modern transactions that require sophisticated solutions. CFA Institute Tax combines unparalleled technical expertise with industry insights, leveraging the collective knowledge of our organization to meet client needs.

Job Requirements and Preferences:
Basic Qualifications:
Minimum Degree Required:
Bachelor's Degree

Additional Educational Requirements:
A Juris Doctorate (JD), Master of Laws (LLM), or a Master's degree in Accounting or Taxation may substitute for a Bachelor's Degree in Accounting.

Minimum Years of Experience:
5 years

Certification(s) Required:
CPA, Bar Membership, or other relevant tax, technology, or finance credentials may qualify for this position.

Preferred Qualifications:
Degree Preferred:
Juris Doctorate

Preferred Knowledge/Skills:
Demonstrates in-depth knowledge and success in addressing client needs in the following areas:
  • Mergers and acquisition practices, including corporate mergers, private equity, post-deal integration, and corporate insolvency;
  • Tax consulting and planning, transaction structuring, restructuring, due diligence, strategy formulation, and financial modeling.

Demonstrates proven leadership abilities in the following areas:

  • Application and interpretation of U.S. federal income tax law related to various corporate structures and tax-efficient strategies;
  • Identifying and addressing client needs, managing relationships, and preparing complex written and verbal materials;
  • Leading teams to foster trust, encouraging diverse perspectives, and providing constructive feedback.

We are transforming our approach to tax services. Discover more about our initiatives on our Tax Career Page.

CFA Institute is committed to equal opportunity employment, ensuring that all qualified applicants receive consideration without regard to race, creed, color, religion, national origin, sex, age, disability, sexual orientation, gender identity or expression, genetic predisposition, veteran status, marital status, or any other status protected by law.

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