What are the responsibilities and job description for the Tax Manager, Sr Manager or Partner-Financial Services $150K-$300K position at Whitman Transition Advisors LLC?
Our client is a premier Accounting, Audit, Tax and consulting CPA firm. Our client is searching for a Tax Manager, Senior Tax Manager or Partner with Financial Services experience.
As part of the Financial Services team, the employee will be responsible for:
- Provide tax compliance, provision and advisory services to partnerships, corporations, and S-corporations for a variety of clients in the financial services industry
- Plan, budget and lead the overall execution of assigned client engagements
- Supervise and review the work of other tax staff on large and complex tax engagements, including the calculations of estimated payments, extensions, tax returns and provisions
- Keep firm leaders and client management informed on the progress of the engagement as well as any significant issues discovered that need resolution
- Research tax issues that may impact clients' federal, state, and local tax planning projects and business transactions, and provide appropriate solutions
- Advise clients on tax structuring affairs (both domestic and global) while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners
- Conduct online tax research using tools such CCH Intelliconnect and tax preparation using CCH Axcess and other applicable tax software programs
- Communicate on behalf of clients with the IRS and other state and local tax authorities, and represent clients at any potential tax audits
- Participate in client proposals and other new business development activities
Basic Qualifications
- 5 years of relevant tax compliance and advisory experience from a CPA firm, a professional services firm or a tax consulting practice
- Experience in Financial Services including Hedge Funds, Funds of Funds, Broker-dealers, private equity
- CPA or JD required
- A Bachelor's degree in Accounting
- Intimate knowledge of the tax issues affecting either the domestic and/or international banking industries
- Intimate knowledge of public accounting practices, internal domestic banking tax departments or internal foreign banking departments
- Comprehensive technical skills in FAS 109, FIN 48, tax provision preparation audit and review, and corporate and partnership tax compliance
- Work experience with CCH Axcess tax software and other related tax technologies including RIA Checkpoint and BNA
- Excellent tax research skills
- Excellent interpersonal and communication skills (Oral and written)
- Proficiency with Microsoft Office 365 Suite tools (Word & Excel)
- Strong organizational and analytical skills
Salary : $150,000 - $300,000
