Senior Tax Manager
job summary:
ROLE SUMMARY
Role would include review of US federal partnership workpapers and tax returns for a marquee client in the dynamic and expanding asset & wealth management (AWM) industry.
REQUIRED SKILLS
1. PARTNERSHIP TAX RETURN COMPLIANCE
2. INCOME TAX COMPLIANCE (PARTNERSHIP)
3. PARTNERSHIP TAX
4. PARTNERSHIPS
5. ASSET MANAGEMENT
6. US CORPORATE TAX COMPLIANCE
Preferred Skills
MICROSOFT EXCEL
EXCELLENT WRITTEN AND VERBAL COMMUNICATION SKILLS
K-1 COMPLIANCE
PRIVATE EQUITY
ASSET MANAGEMENT
REQUIRED LICENSES & CERTIFICATIONS
CPA
Enrolled Agent
ROLE DESCRIPTION
- Extensive knowledge of partnership tax compliance (Form 1065, Schedule K-1, allocations, etc.)
- Familiarity with forms typical to the AWM industry (Schedule D, M-3, Forms 8949, 6781, 8621, 8886, 5471, 8865)
- Ability to identify US reporting obligations for foreign partnerships
- Knowledgeable of Tax Reform impact on AWM industry
- Excellent time management skills & focus on on-time delivery of quality work
- Ability to identify & research complex tax issues / critical-thinker
- Hard-working, team-player, who is able to manage both a large team with multiple ongoing projects/funds and work independently
- Familiarity with financial services industry and a firm grasp of investors allocations
- CPA/EA or licensed attorney preferred
OVERALL EXPERIENCE
Min of 5 years
Required Degree
Accounting
location: New York, New York
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 5 Years
responsibilities:
ROLE DESCRIPTION
- Extensive knowledge of partnership tax compliance (Form 1065, Schedule K-1, allocations, etc.)
- Familiarity with forms typical to the AWM industry (Schedule D, M-3, Forms 8949, 6781, 8621, 8886, 5471, 8865)
- Ability to identify US reporting obligations for foreign partnerships
- Knowledgeable of Tax Reform impact on AWM industry
- Excellent time management skills & focus on on-time delivery of quality work
- Ability to identify & research complex tax issues / critical-thinker
- Hard-working, team-player, who is able to manage both a large team with multiple ongoing projects/funds and work independently
- Familiarity with financial services industry and a firm grasp of investors allocations
- CPA/EA or licensed attorney preferred
qualifications:
OVERALL EXPERIENCE
Min of 5 years
Required Degree
Accounting
REQUIRED SKILLS
1. PARTNERSHIP TAX RETURN COMPLIANCE
2. INCOME TAX COMPLIANCE (PARTNERSHIP)
3. PARTNERSHIP TAX
4. PARTNERSHIPS
5. ASSET MANAGEMENT
6. US CORPORATE TAX COMPLIANCE
Preferred Skills
MICROSOFT EXCEL
EXCELLENT WRITTEN AND VERBAL COMMUNICATION SKILLS
K-1 COMPLIANCE
PRIVATE EQUITY
ASSET MANAGEMENT
REQUIRED LICENSES & CERTIFICATIONS
CPA
Enrolled Agent
skills: CPA
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.