Tax Manager, Financial Services – Asset Management

EisnerAmper; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

EisnerAmper in New York is seeking a senior tax professional to lead client engagements and oversee compliance and advisory work for asset management clients. You will review Federal, multi-state, and international tax matters, supervise staff, and collaborate with partners to deliver innovative tax solutions.

The ideal candidate has CPA/EA/JD certification, 6+ years of tax experience in financial services, and strong relationship-building and research skills in a fast-paced environment.

Qualifications

• Bachelor's degree in Accounting or equivalent field.
• 6+ years of progressive financial service tax experience.
• CPA, Enrolled Agent, or JD.
• 1+ years of supervisory experience.
• Experience working with asset manager clients (private equity, hedge funds, fund to funds and/or venture capital) firms is required.

Responsibilities

• Responsible for managing and coordinating tax compliance and advisory work for clients
• Review Federal, Multi-National, Multi-State Partnership tax returns
• Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
• Research and consult on technical matters and special projects
• Proactively build relationships and communicate effectively with the client to provide superior client service
• Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
• Manage, train and develop staff. Participate in the performance review process

Skills

Taxation knowledge

Client relationship management

Research on technical matters

Education

Bachelor's degree in Accounting or equivalent field

Master's Degree in Tax

Job description

EisnerAmper in New York is seeking a senior tax professional to lead client engagements and oversee compliance and advisory work for asset management clients. You will review Federal, multi-state, and international tax matters, supervise staff, and collaborate with partners to deliver innovative tax solutions.

The ideal candidate has CPA/EA/JD certification, 6+ years of tax experience in financial services, and strong relationship-building and research skills in a fast-paced environment.