Tax Manager

7 days ago


Dallas, Texas, United States IQ-EQ Full time
Job Overview

IQ-EQ is a leading service provider to the alternative asset industry. Our Tax Manager will play a critical role in supervising and coordinating our tax service offering, attracting and retaining a high-performing team, and facilitating the growth of our firm.

As a Tax Manager, you will be responsible for providing exceptional customer service, tax compliance services, tax planning services, and fund formation consulting. Your expertise in compliance and fund structuring for the alternative asset industry will be instrumental in building out our tax service offering.

Key Responsibilities
  1. Be an active participant in our tax service offering, planning, executing, and delivering on compliance and consulting engagements.
  2. Establish processes and procedures to deliver high-quality work products to our clients while monitoring our margins on professional service offerings.
  3. Identify and mitigate tax risks.
  4. Facilitate timely communication with clients, managing expectations, ensuring satisfaction while meeting or exceeding deadlines.
  5. Consult, work with, and service clients to make recommendations on business and process improvement, serving as an advisor to clients.
  6. Attract, lead, train, and develop team members.
  7. Coordinate with other service lines to ensure smooth lines of communication and delivery of work products.
Qualifications
  • Bachelor's degree in Accounting, CPA, or Master's in Taxation.
  • Demonstrate experience in providing exceptional customer service.
  • A minimum of five years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of experience at an alternative asset investment firm and public accounting experience, ideally with Private Equity experience.
  • Analytical, technical, and tax accounting/technology skills with proficiency in US GAAP, tax compliance, corporate returns, tax provisions, partnership returns, and state/local tax returns.
  • Oral and written communication skills.
  • Ability to multi-task and be independently organized.
  • Experience with managing, leading, and training team members.
  • FATCA/CRS experience is desirable.

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