Tax Manager/Director
4 weeks ago
Key Responsibilities
- Develop and implement tax-efficient investment strategies to minimize tax liabilities and enhance after-tax returns for clients.
- Ensure all investment activities comply with relevant tax laws and regulations. Prepare and review tax returns and filings related to investment portfolios.
- Provide detailed tax analysis and reporting for investment portfolios. Monitor changes in tax laws and regulations and assess their impact on investment strategies.
- Collaborate with portfolio managers, financial advisors, and other internal stakeholders to provide tax guidance and support for investment decisions.
- Identify and mitigate tax risks associated with investment activities. Conduct regular audits and reviews to ensure adherence to tax policies and procedures.
- Serve as a tax advisor for high-net-worth clients, providing insights and recommendations to optimize their investment tax strategies.
- Mentor and train junior tax professionals within the department. Stay updated with industry trends and best practices to maintain a high level of expertise.
Requirements
- Bachelor's degree in Accounting, Finance, or related field. CPA or equivalent certification required. Master's degree in Taxation or related field preferred.
- Minimum of 5-7 years of experience in C-Corp work.
- Strong knowledge of federal, state, and local tax regulations as they relate to investments. Proficiency in tax preparation software and financial analysis tools.
- Excellent analytical and problem-solving abilities. Ability to interpret complex tax laws and regulations and apply them to investment strategies.
- Strong verbal and written communication skills. Ability to explain complex tax concepts to non-tax professionals.
- High level of accuracy and attention to detail in all aspects of work.
- Ability to work collaboratively in a team environment and build strong relationships with internal and external stakeholders.
About UsWe are a rapidly growing public accounting firm with a 4.8/5 rating on Glassdoor. We offer a target schedule of 55 hours during the busy season with 40 hours and below for the non-busy. Our firm is committed to providing a work-life balance and offers a range of benefits, including medical, dental, vision, 401k + match, long/short-term life insurance, and 4 weeks PTO plus the weeks of July 4th and Thanksgiving.
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