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Tax Senior Manager | Asset Management

4 months ago

Tysons, United States FORVIS Full time
Requisition Number2232058 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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At Forvis Mazars, LLP our career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our Forvis Mazars, LLP team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About Forvis Mazars, LLP

Forvis Mazars, LLP is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), Forvis Mazars, LLP is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences. Ranked among the top 10 public accounting firms in the country, Forvis Mazars, LLP has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. Forvis Mazars, LLP is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvismazars.us for additional information.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.