Overview In this role you will lead a portfolio of tax engagements for clients in the financial services sector, guiding teams of tax professionals and ensuring high-quality advisory under US GAAP. You will analyze complex tax matters, manage engagement risk and budget, and deliver strategic tax plans that support client business decisions. For Senior Manager, you'll also drive external market activities and coach a tax team. You join a collaborative, culture-driven firm that invests in people and leverages a global network of specialists.
Compensation / Benefits- comprehensive benefits package
- medical and dental plans
- vision coverage
- 401(k) plans
- disability and life insurance
- paid time off and holidays
Responsibilities- Manage a diversified client portfolio and serve as primary contact for clients
- Lead and direct tax professionals on client projects
- Analyze US GAAP rules affecting taxpayers
- Oversee engagement risk, billing, collections, and project budgets
- Deliver high-quality tax advice and services to clients
- Assess tax impact, develop tax arguments, and propose client plans
- Senior Manager: contribute to market activities and maintain team leadership and coaching responsibilities
Key requirements- Minimum five years of corporate tax experience in financial services with alt investments (investment partnerships and/or mutual funds)
- Previous experience as a tax manager in a public accounting firm
- Bachelor's degree from an accredited college/university
- CPA, JD/LLM or EA (or ability to obtain one of the approved designations)
- Proficiency in taxation of corporations, consolidated entities, partnerships, and other flow-through entities
- Excellent verbal and written communication skills
- Senior Manager: minimum eight years of experience as tax senior manager with similar focus
- leadership
- mentoring
- clear communication
- US GAAP knowledge
- corporate tax expertise
- tax planning and advisory
