Tax Manager - Private Client Group

FTS US Inc. • New York, NY

2h

About The Position

Tax Managers focus on tax compliance and consulting for high net worth individuals and a variety of trust types. They manage a 1040/1041 compliance group and review and prepare tax returns, forecast future compliance work, delegate work effectively, and resolve technical and staffing issues.

Requirements

• Bachelor's Degree with an emphasis in accounting, finance, or a related field and approximately 5+ years of related work experience
• CPA certification, Enrolled Agent, or JD
• A minimum of 3 years of Alternative Investment Fund tax experience or equivalent experience in business or the financial services industry
• Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
• Knowledge of foreign reporting requirements
• Broad exposure to federal income taxation and some exposure to state and local tax
• Excellent managerial, organizational, and verbal/written communication skills

Nice To Haves

• An advanced degree in tax or law is highly desirable
• Big 4 experience a plus, but not required

Responsibilities

• Maintain continuous interaction with clients, manage expectations and ensure outstanding client service. Team with tax professionals to provide comprehensive tax solutions.
• Determine all information required to ensure/complete accurate tax compliance products within the budget. Formulate a plan to gather/communicate information. Determine areas of exposure and adapt to challenges in the compliance process.
• Provide timely and high-quality services and work products that exceed client expectations.
• Help to develop and guide staff and other junior tax professionals by providing effective performance feedback, on-the-job training, and ensuring team responsibilities are consistent with skills and developmental goals.
• Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations.
• Keep team members informed of work status.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level