Tax Manager - Alternative Investment Funds

Andersen; Philadelphia (Philadelphia County); On-site; USD 120,000 - 160,000; Full time

Job summary

Andersen is seeking a Manager in our Alternative Investment Funds tax practice. You will oversee tax projects, provide innovative planning, consulting and compliance for hedge funds, private equity, real estate and venture capital clients.

You will lead business development, maintain client relationships and ensure timely delivery of complex returns. The role requires 4+ years in accounting with Alternative Fund experience, CPA/JD, and strong leadership.

Qualifications

• 4+ years of relevant work experience in an accounting firm with at least 3 years in Alternative Fund experience.
• Bachelor’s and/or advanced degree in Accounting, Finance, Economics or related field.
• Advanced credential allowing for client representation before the IRS (CPA or JD).
• Self-starter with initiative to pursue opportunities in a fast-paced environment.
• Proficient use of technology.

Responsibilities

• Engage in business development activities (proposals, webinars, cross-selling tax strategies).
• Maintain communication with clients to ensure satisfaction and deadlines, and stay current on legislation.
• Conduct primary and secondary review of complex federal and state tax returns.
• Supervise, train, mentor and evaluate Seniors, Associates, and Interns.

Skills

Client communication

Leadership

Business development

Technology proficiency

Education

Bachelor’s/Master’s in Accounting/Finance/Economics

CPA or JD

Tools

Accounting software

Tax research tools

Job description

The Firm

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!

At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.

We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

The Role

Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds and venture capital.

Managers can expect to:

• Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to market comprehensive tax strategies for prospective clients, etc.)
• Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively.
• Conduct primary and secondary review of complex federal and state tax returns.
• Supervise, train, mentor and evaluate the performance of Seniors, Associates, and Interns.

The Requirements

• 4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience;
• Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred);
• Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD);
• Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and
• Proficient use of technology.

Compensation and Benefits

Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

• Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage.
• Employees may enroll in the firm’s 401(k) plan upon hire.
• We offer 200 hours of paid time off annually, along with twelve paid holidays each calendar year.

For a full listing of benefit offerings, please visit https://www.andersen.com/careers.

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.