Overview In this role you will manage and coordinate tax compliance and advisory work for clients, including overseeing partnership tax matters and multi-jurisdictional filings. You will lead day-to-day client relationships, support partners, and contribute to broader services and business development. You'll mentor staff, participate in performance reviews, and collaborate with cross-functional teams to deliver innovative tax solutions. This position offers a merit-based culture with opportunities to influence client outcomes and the firm's growth.
Compensation / Benefits- work/life balance
- hybrid work options
- autonomy to reach goals
- award-winning culture
- collaboration across specialties
- growth opportunities
Responsibilities- Manage and coordinate tax compliance and advisory work for clients
- Review Federal, Multi-National, Multi-State Partnership tax returns
- Lead client relationships on day-to-day tax matters and support partners
- Research and consult on technical matters and special projects
- Proactively build relationships and communicate effectively with clients for superior service
- Participate in business development with partners and marketing to build client prospects
- Manage, train and develop staff; participate in performance reviews
Key requirements- Bachelor's degree in Accounting or equivalent field
- 6+ years of progressive financial service tax experience
- CPA, Enrolled Agent, or JD
- 1+ years of supervisory experience
- Experience working with asset manager clients (private equity, hedge funds, fund to funds and/or venture capital) firms is required
- Client-focused communication
- Leadership and mentoring
- Collaborative mindset
- Tax compliance and advisory for partnerships
- Federal, multi-national and multi-state tax research
- Experience with asset manager clients (private equity, hedge funds, VC)
