Senior Manager, Mutual Fund Tax

LiveWell Homecare Agency; Philadelphia (Philadelphia County); In loco; USD 160.000 - 210.000; Tempo pieno

Descrizione del lavoro

LiveWell Homecare Agency is seeking a Senior Manager in Business Tax Services to oversee large client portfolios, advise on tax strategies, and guide service delivery. You will mentor tax professionals and manage risk and financial performance across engagements.

You must have eight years of tax experience in mutual funds or investment partnerships, a CPA/EA/JD-LLM credential or equivalent, and a strong ability to communicate complex financial concepts to clients and teams.

Competenze

• Minimum eight years’ recent experience in mutual fund tax or investment partnerships.
• Licensing: CPA, EA, JD/LLM, or other approved credentials; candidates may obtain one within a year.
• Experience reviewing complex returns and leading client service teams.

Mansioni

• Manage client relationships and serve as primary contact for internal and external stakeholders.
• Provide tax expertise, develop strategies, and oversee engagement risk and financials.
• Lead and mentor team members, ensuring quality and professional growth.
• Participate in external market and business activities, representing the firm.

Conoscenze

Mutual fund tax

Investment partnerships

Client relationship management

Communication skills

Formazione

Bachelor’s degree in Accounting

CPA/EA/JD/LLM or equivalent credential

Descrizione del lavoro

Role Overview: A Senior Manager in Business Tax Services is responsible for managing large client portfolios, building and maintaining relationships at a senior level, and providing strategic tax advice. They oversee service delivery, team management, and risk and financial performance of projects. The role involves assessing clients’ tax impacts, developing supporting arguments, and recommending solutions, while also contributing to market and business activities. The Senior Manager acts as a coach and mentor to tax professionals, ensuring high-quality client service and team development.

Qualifications & Skills:

• Minimum of eight years’ recent experience in mutual fund tax or investment partnerships
• Bachelor’s degree in Accounting from an accredited institution
• Licensed CPA, EA, JD/LLM, or other approved credentials; candidates without these have a year to obtain one
• Proficiency in taxation of corporations, partnerships, and flow-through entities, including reviewing tax returns (1120 RIC, 1065) and Schedule K-1
• Strong verbal and written communication skills to articulate complex financial information
• Experience managing multiple client engagements and leading client service teams

Key Responsibilities:

• Manage client relationships and serve as a primary contact for internal and external stakeholders
• Provide tax expertise, develop strategies, and oversee engagement risk and financials
• Lead and mentor team members, ensuring quality and professional growth
• Participate in external market and business activities, representing the firm