Manager- Tax

Posted 23 Days Ago
Be an Early Applicant
New York, NY
100K-125K Annually
3-5 Years Experience
Financial Services
The Role
The Tax Manager oversees client service delivery for tax services, ensuring compliance and consulting engagements are executed. Responsibilities include team management, client communication, process establishment, and risk mitigation within the tax framework for the alternative asset industry.
Summary Generated by Built In

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

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 six 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

Include in Additional Info:

Salary based on experience and location ($100,000-$125,000) and full benefits package offered. 

Top Skills

Tax Compliance
Tax Planning
The Company
New York, NY
3,497 Employees
On-site Workplace
Year Founded: 1896

What We Do

We are IQ-EQ, a leading investor services group employing 4300+ people across 24 jurisdictions worldwide. We bring together that rare combination of global technical expertise and a deep understanding of our clients' needs.

We have the know how and the know you to deliver for our clients - fund managers, multinational companies, family offices and private clients operating worldwide.

Similar Companies Hiring

Square Thumbnail
Software • Payments • Hardware • Fintech • Financial Services • eCommerce
New York, NY
12000 Employees
Block Thumbnail
Software • Payments • Fintech • Financial Services • eCommerce • Cryptocurrency • Blockchain
New York, NY
12000 Employees
Hometap Thumbnail
Software • Real Estate • PropTech • Fintech • Financial Services
New York, NY
196 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account