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Asset Management Tax Manager

Trioptus Boston, MA
  • Expired: over a month ago. Applications are no longer accepted.

Location: Boston, MA

Job Title: Asset Management Tax Manager/Partnership Tax Manager

Role: Full Time

Essential Duties and Responsibilities

  • Responsible for the delivery of a full range of tax services for multiple clients in a wide variety of industries.
  • Tax compliance, partnership returns, joint venture, and non-corporate entity tax returns and combined state tax returns.
  • Manage, direct and monitor multiple client services teams on client engagements.
  • Interact closely with assigned tax clients to provide innovative tax planning, consulting, and compliance expertise to clients while managing the client assignments to budget.
  • Plan, execute, direct and complete assigned client tax projects in a wide variety of industries, including private equity.
  • Conduct primary and secondary review of partnership income tax returns.
  • Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts.
  • Have a proficient working understanding of Sub-chapter K-Partnership taxation.
  • Direct and monitor the state tax compliance and composite filing activities.
  • Manage, develop, train and mentor assigned tax staff on tax projects and assess their performance for both engagement and year-end performance reviews.
  • Work closely with tax partners and other tax staff on client management, practice development and business development activities.
  • Maintain active communication with clients to manage their expectations, ensure client satisfaction, make sure deadlines are met and lead change efforts effectively.
  • Consult, collaborate with, and service clients to make recommendations on business and process improvements, and serve as a business adviser to client.
  • Other duties as assigned.

Qualifications:
  • Bachelor's degree in Accounting. CPA or JD/active law license required.
  • Seven or more years of current federal tax consulting and/or tax compliance work experience in either a public accounting firm or a professional services firm is required.
  • Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP, state tax compliance, partnership returns, joint venture and non-corporate entity tax returns and combined state tax returns, is required.
  • Experience with partnership structuring, entity formation and mergers & acquisitions is preferred.
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships, is expected.
  • Strong leadership, business development, training, coaching, and mentoring skills, are preferred.
  • Excellent written, interpersonal and presentation skills are required.
  • Advanced tax software experience, including knowledge of various tax software packages and technologies is required.
  • Ability to work additional hours as needed and travel to various client sites as requested is expected.
Must Have:
* Active CPA or active law license
* Deep knowledge of compliance and consulting for investment partnerships including hedge funds
* Current engagement management experience withing public accounting
Nice to have:
* Experience with partnership structuring, entity formation and mergers & acquisitions

Trioptus

Address

Boston, MA
02108 USA