What are the responsibilities and job description for the Tax Manager HNW Hedge Fund Estates position at The TemPositions Group of Companies?
Description
Our client, a National CPA Firm, is hiring a Tax Manger with Ultra High Net Worth, Hedge Fund, Private Equity, Partnership, Estates, Trusts, and Investment Tax Experience.
The Tax Manager will be responsible for the tax planning and compliance functions for ultra-high net worth individuals and their families with a specific focus on financial service type clients, such as hedge-fund, private equity, and other investment type individuals. The individual will also work closely with the CFO of the fund in order to handle the tax planning and compliance function of the management company. This individual is responsible for managing staff, maintaining close client relationships, prospect and assist with building a sustainable business and will work closely with Partners to best service clients in an entrepreneurial environment that prides itself on excellent client service and tax expertise.
Essential Duties
Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.
Provide primary review of complex tax returns and maintain client contact.
Maintain and foster relationships with clients, staff, and outside third-party client vendors.
Tax planning, preparation and research for high-net-worth individuals and related business entities including partnerships, have a thorough understanding of how to regard a hedge-fund K-1 as well as some knowledge of trusts, estates, gifts, and charitable entities.
Review tax returns and work papers prepared by staff.
Train and supervise staff along with reviewing and evaluating their work.
Keep abreast of legislative and tax policy changes at both Federal and State levels.
Qualifications
Bachelor's degree in Accounting from an accredited college/university required.
MST or Law degree a plus.
10 years of progressive tax experience in public accounting required.
Active CPA license or EA designation required.
HYBRID - Candidate must be able to work in the NYC office at least 2 days per week.
Strong accounting and analytical skills.
Solid Tax background (Compliance, Review, Individual, Partnership, Trust, Estate, Gift, Research & Planning) required.
This position will require the candidate to work approximately 75% of the time on complex individual returns and 25% on partnership returns.
QuickBooks Experience Preferred.
Strong executive presence along with excellent interpersonal, verbal, and written communication skills.
Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback.
Should have some understanding with risks associated with technical tax positions and be able to communicate these risks to the partner.
Ability to work additional hours as needed to meet client deliverables.
Must have access to a car/public transportation and be willing to travel locally to clients and/or other offices when required.
Excellent opportunity, great benefits, flexible on location and Hybrid commute.
Pay:$120,000.00 - $150,000.00
Our client, a National CPA Firm, is hiring a Tax Manger with Ultra High Net Worth, Hedge Fund, Private Equity, Partnership, Estates, Trusts, and Investment Tax Experience.
The Tax Manager will be responsible for the tax planning and compliance functions for ultra-high net worth individuals and their families with a specific focus on financial service type clients, such as hedge-fund, private equity, and other investment type individuals. The individual will also work closely with the CFO of the fund in order to handle the tax planning and compliance function of the management company. This individual is responsible for managing staff, maintaining close client relationships, prospect and assist with building a sustainable business and will work closely with Partners to best service clients in an entrepreneurial environment that prides itself on excellent client service and tax expertise.
Essential Duties
Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.
Provide primary review of complex tax returns and maintain client contact.
Maintain and foster relationships with clients, staff, and outside third-party client vendors.
Tax planning, preparation and research for high-net-worth individuals and related business entities including partnerships, have a thorough understanding of how to regard a hedge-fund K-1 as well as some knowledge of trusts, estates, gifts, and charitable entities.
Review tax returns and work papers prepared by staff.
Train and supervise staff along with reviewing and evaluating their work.
Keep abreast of legislative and tax policy changes at both Federal and State levels.
Qualifications
Bachelor's degree in Accounting from an accredited college/university required.
MST or Law degree a plus.
10 years of progressive tax experience in public accounting required.
Active CPA license or EA designation required.
HYBRID - Candidate must be able to work in the NYC office at least 2 days per week.
Strong accounting and analytical skills.
Solid Tax background (Compliance, Review, Individual, Partnership, Trust, Estate, Gift, Research & Planning) required.
This position will require the candidate to work approximately 75% of the time on complex individual returns and 25% on partnership returns.
QuickBooks Experience Preferred.
Strong executive presence along with excellent interpersonal, verbal, and written communication skills.
Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback.
Should have some understanding with risks associated with technical tax positions and be able to communicate these risks to the partner.
Ability to work additional hours as needed to meet client deliverables.
Must have access to a car/public transportation and be willing to travel locally to clients and/or other offices when required.
Excellent opportunity, great benefits, flexible on location and Hybrid commute.
Pay:$120,000.00 - $150,000.00
Salary : $120,000 - $150,000
