Tax Senior Manager - Alternative Investments

Do you want to be part of an award-winning global company that is committed to innovative technology and continuous process improvement?

Become part of a privately owned, local office with a multi-national footprint and a thirty-year history of year-over-year organic growth!

Tax Senior Manager – Alternative Investments

NAV Fund Administration Group is seeking a Tax Senior Manager – Alternative Investments, to drive significant growth of our unique and fast-growing Fund Administration business.

About Us:

NAV Fund Administration Group was founded in 1991 and has since undergone exponential organic growth.  NAV is now one of the largest and most reputable fund administrators in the world, with over 2,200 clients, offices in multiple countries, and servicing clients located in six continents.  NAV has been able to succeed in all economic climates by continued investment in innovation and technology, while remaining independent, detached from mergers and acquisitions, and completely debt free. 

NAV Core Values:

NAV’s culture is based on respect. We treat our clients and each member of NAV’s team with respect.

NAV stands for outstanding customer service. We treat each client as a lifelong partner. We listen attentively to clients’ feedback and we are always responsive to their needs.

NAV believes in innovation. We continuously strive to improve our services in innovative ways.

NAV can’t bear red tape and bureaucracy. We are careful to design well-defined, lean and simple processes.

The Opportunity:
If you are reading this, we could guess two things about you:  you have tax expertise in alternative investments and you excel at problem solving and customer service.  This is an opportunity to become part of a fast-growing, unique industry-changing business.

On a Given Day, You Will:

• Coordinate and oversee the preparation and filing of state and federal tax returns.
• Assist with the preparation of complex tax returns and review taxation matters with clients.
• Provide tax preparation services for pass-through entities, partnerships, and family offices for a variety of clients.
• Direct and partner with a multi-disciplinary team to provide tax knowledge and expertise for alternate investments.
• Review and analyze tax regulations and amendments. Discuss business implications with clients.

To Thrive, You Should:  Build, manage, direct, and monitor multiple clients while maintaining active communication to ensure client satisfaction.

Here Is How You Can Stand Out:

• Manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery.
• Keep abreast of changes in tax regulations to ensure compliance.

Required Qualifications:

• 7+ years of tax experience at an accounting or tax firm with alternative investments (investment partnerships) experience.
• Bachelor's or graduate degree in accounting, finance, or a related field.
• A CPA or equivalent certification.

Professional Qualifications:

• A strong sense of ownership for delivering best in class client service.
• Excellent written and verbal communication skills to articulate complex information.
• Microsoft Suite skills.

Compensation and Benefits:

• Competitive salary, based on experience.
• Signing bonus.
• Interesting work in a collegial environment for a rapidly growing company.
• Medical, dental, vision, and life insurance.
• Short term disability insurance.
• 401(k), 3% of base salary employer contribution, and profit sharing.
• Real paid vacation (with all calls and e-mails forwarded to a colleague during vacation).
• Business Casual Dress Code, including jeans.

NAV Fund Administration Group is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.