Tax Managers focus on tax compliance and consulting for high net worth individuals and a variety of trust types.  They manage a 1040/1041 compliance group and review and prepare tax returns, forecast future compliance work, delegate work effectively, and resolve technical and staffing issues. 

Selected Responsibilities:

  • Maintain continuous interaction with clients, manage expectations and ensure outstanding client service. Team with tax professionals to provide comprehensive tax solutions.
  • Determine all information required to ensure/complete accurate tax compliance products within the budget. Formulate a plan to gather/communicate information. Determine areas of exposure and adapt to challenges in the compliance process.
  • Provide timely and high-quality services and work products that exceed client expectations.
  • Help to develop and guide staff and other junior tax professionals by providing effective performance feedback, on-the-job training, and ensuring team responsibilities are consistent with skills and developmental goals.
  • Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations.
  • Keep team members informed of work status.

 Required Qualifications:

  • Bachelor's Degree with an emphasis in accounting, finance, or a related field and approximately 5+ years of related work experience
  • An advanced degree in tax or law is highly desirable
  • CPA certification, Enrolled Agent, or JD
  • Big 4 experience a plus, but not required
  • A minimum of 3 years of Alternative Investment Fund tax experience or equivalent experience in business or the financial services industry
  • Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
  • Knowledge of foreign reporting requirements
  • Broad exposure to federal income taxation and some exposure to state and local tax
  • Excellent managerial, organizational, and verbal/written communication skills
  • Some travel may be required
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