Associate- Tax (Alternative Assets)
- Full-time
- Department: Client Services
- Type of Hire: Permanent
Company Description
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
Job Description
Our Tax Manager is responsible for supervising and coordinating the client service delivery for our tax service offering, attracting, retaining, and building a high performing team and facilitating the continued growth of the firm. We are seeking an experienced Tax Manager with a strong knowledge of compliance and fund structuring for the alternative asset industry. Responsibilities include providing exceptional customer service, tax compliance services, tax planning services, fund formation consulting and assist with building out the tax service offering.
Essential Duties and Responsibilities
- Be an active participant in our tax service offering including planning, executing, and delivering on compliance and consulting engagements
- Establish processes and procedures to deliver the highest quality work product to the firm’s clients while monitoring the firm’s margins on professional service offerings
- Identify and mitigate tax risks
- Facilitate timely communication with clients managing expectations, ensuring satisfaction while meeting or exceeding deadlines
- Consult, work with, and service clients to make recommendations on business and process improvement and serve as an advisor to client
- Attract, lead, train and develop team members
- Coordinate with other service lines to ensure smooth lines of communication and delivery of work product
Qualifications
- Bachelor's degree in Accounting, CPA, Masters in Taxation
- Demonstrate experience in providing exceptional customer service
- A minimum of five years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of experience at an alternative asset investment firm and public accounting experience, ideally with Private Equity experience.
- Analytical, technical, and tax accounting/technology skills with proficiency in US GAAP, tax compliance, corporate returns, tax provisions, partnership returns, and state/local tax returns
- Oral and written communication skills
- Ability to multi-task and be independently organized
- Experience with managing, leading, and training team members
- FATCA/CRS experience is desirable
Additional Information
Salary based on experience and location ($100,000-$120,000) and full benefits package offered.
Our commitment to you and the environment
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
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