Tax Manager - Financial Services

Tax Manager - financial services industry client experience

  • Cleveland, OH +7
  • $100,000 - $145,000
  • Managed by Jobot Pro: Tim Fallman
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A bit about us:

We are a large award winning regional public accounting firm that was founded over 50 years ago and have been one of the fastest-growing CPA firm in the US. We have several offices across the east coast and mid-west and continue to expand into new states and cities. Currently, we're looking for a Tax Manager with experience working with Hedge Funds and clients within the financial services industry.

Why join us?

  • Competitive base salary and overall compensation package
  • Full benefits: Medical, Dental, Vision
  • PTO
  • Life Insurance coverage
  • 401 (K)
  • Much more!

Job Details

Job Details:
Are you a tax professional with a knack for numbers and a passion for the financial industry? This is an exceptional opportunity to join our dynamic and fast-paced team, where you will play a crucial role in managing tax operations, ensuring compliance, and optimizing tax strategies. This is a permanent position that offers the opportunity to grow professionally while working in a highly collaborative and intellectually stimulating environment.

As a Tax Manager, your duties will include but are not limited to:
  • Oversee hedge fund tax compliance engagements for clients with appropriate consideration of risk, operational, and tax technical issues
  • Research of tax legislation and explaining the impact to asset management clients is required as part of your contribution to tax consulting projects
  • Operate in a dynamic environment, coach junior staff members, and share your knowledge and experience with the entire team
  • Coordinate multiple engagement teams’ schedules and deadlines
  • Manage deadlines and client expectations   
  • Handle billing/WIP management   
  • Proficiency in partnership allocations and an understanding of private equity carry waterfalls
  • A practical understanding of international tax concepts such as PFICs, CFCs, and other reporting information (Form 1065, Form 1042, Form 1120F, Form 5471, etc.)  
  • Proficiency in juggling multiple priorities while managing internal and external stakeholders

The ideal candidate for this role should possess the following qualifications:
  • Bachelor's Degree required
  • CPA or JD required
  • 5+ years of progressive experience at a public accounting firm  
  • Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams  
  • Extensive experience in preparing and reviewing partnership tax returns and Schedules K-1 and K-3
  • Extensive experience with computing taxable income and partnership allocations for private funds
  • Knowledge of wash sales, straddles, carried interest and incentive allocations
  • In-depth knowledge of distribution waterfall
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Job Details
Managed by Jobot Pro
Location
Chicago, IL
Baltimore, MD
Philadelphia, PA
Pittsburgh, PA
Youngstown, OH
Akron, OH
Cleveland, OH
Detroit, MI
Job Type
Permanent
Compensation
$100,000 - $145,000