Tax Manager, Investment Funds Group

Tax Manager, Investment Funds Group

This is a position for our Investment Funds Group.

Essential Duties and Responsibilities include the following.

Core Competency is the demonstrated ability to carry out the primary responsibilities of the job which should be reflected in the essential duties section of the job description.

• Is experienced at performing and can direct research of accounting treatment and complex tax returns. Accounting specialists perform technical reviews of financial statements, and special projects. Accounting services specialists demonstrate the ability to review and research complex GAAP and reporting issues.
• Provide feedback on performance to members within the Firm’s reporting process, monitors CPE needs and requests specialized training for staff.
• Review documentation prepared/reviewed by Managers, Senior Associates and Associates and provides feedback to enhance learning and complete engagement objectives.
• Responsible for assisting and actively participating in the development of departmental training, methodology and tools.
• Continue to demonstrate the firm’s billing standards and meet the required billing goals set with your Direct Report Manager.
• Regular contribution to firm and service line administrative functions.
• Enhance client relationships through strong communication and project management skills; maintains relationships with client throughout the year and identify other service opportunities when possible.
• Take lead role in preparing and delivering proposals.
• Monitors engagement progress against client expectations.
• Develop extensive knowledge in niche area.
• Responsible for ensuring engagement staff follow up on open items and issues and that engagement deliverables are completed timely.
• Proactively works on Business Development activities including internal and external marketing.
• Consistent completion of tax returns, financial statements, and/or special projects.
• Leadership role in directing Managers and Senior Associates in engagement planning activities that includes establishing time budgets, ensuring required documentation are completed, designing programs and identifying risks or significant matters that require further discussion with the Engagement Partner or firm specialist.
• Plan multiple concurrent client engagements and projects, including scheduling, deploying of resources and exhibits effective project management.
• Continually develops, mentors, and trains Associates, Senior Associates, and Managers by actively cultivating an environment that challenges, encourages, and fosters professional and personal growth.
• Demonstrates the ability to plan, execute, and deliver work independently with limited or no supervision on large complex engagements.
• Supervise up to 5 to 10 or more staff on multiple concurrent engagements.
• Supervise progress of staff by monitoring benchmarks against engagement objectives; provide performance feedback when needed.
• Perform a review of the work prepared by Associates, Senior Associates, and Managers for coverage, completeness, accuracy, and technical proficiency.
• Effectively delegate tasks to facilitate professional development and efficient utilization of firm resources.
• Demonstrate a comprehensive understanding of tax return and financial statement processes.
• Demonstrate the ability to resolve engagement issues, consulting with the Engagement Partner and firm specialists as necessary.
• Consistently take ownership of assigned engagement objectives and demonstrate the ability to plan multiple concurrent engagements while maintaining the department staff schedule.
• Keep team members apprised of engagement and scheduling issues on a timely basis.
• Work with your Direct Report to develop a charge goal, along with a plan to achieve and monitor your monthly and annual goal.
• Work with Partner to develop an appropriate plan of professional development, professional reading, and CPE, and take responsibility to ensure that plan is achieved.
• Demonstrate a comprehensive understanding of the client’s operations, accounting systems, financial condition, and the industry in which it operates.
• Establish and maintain a good working relationship and demonstrate…