Coda Search│Staffing
Overview
Our client is a $70+ Billion AUM Asset Manager that has been in High Growth and has currently opened a new role seeking a Tax Director level professional to add to their team. They will partner with Investment Team also working with Accounting and Finance to provide assistance with Tax Reporting and Tax Advisory. This is a newly created role, working with Executives whom have drove growth and assisted with creating policies and procedures.
Responsibilities
Manage all aspects of Investment Tax Reporting, Tax Technology, and Planning including disclosures and tax forecasting
Review Investment fund structures, identifying tax risk within entities
Lead tax technology process improvement reporting
Monitor legislative changes in tax laws that may impact the firm’s tax positions
Review complex tax returns prepared by outside advisors
Advise head of Investment Teams including Executive Team on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden
Qualifications
Bachelors or Master\'s degree in Tax or Accounting; CPA or MST (preferred)
8+ years Financial Services tax experience is needed
Private Equity and Fund Tax Experience is preferred
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Responsibilities
Manage all aspects of Investment Tax Reporting, Tax Technology, and Planning including disclosures and tax forecasting
Review Investment fund structures, identifying tax risk within entities
Lead tax technology process improvement reporting
Monitor legislative changes in tax laws that may impact the firm’s tax positions
Review complex tax returns prepared by outside advisors
Advise head of Investment Teams including Executive Team on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden
Qualifications
Bachelors or Master\'s degree in Tax or Accounting; CPA or MST (preferred)
8+ years Financial Services tax experience is needed
Private Equity and Fund Tax Experience is preferred
#J-18808-Ljbffr