Senior Tax, Financial Services

• Responsible for managing and coordinating tax compliance and advisory work for clients
• Review Federal, Multi-National, Multi-State Partnership tax returns
• Research and consult on technical matters and special projects
• 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.

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

Demonstrates expertise in tax compliance and advisory services, with a strong focus on managing Federal, Multi-National, and Multi-State Partnership tax returns. Proven ability to develop client relationships and lead staff training and development initiatives.

• Tax Compliance Management
• Federal Tax Returns Review
• Multi-State Partnership Tax Returns
• Client Relationship Development
• Staff Training and Development

• Tax Compliance
• Tax Advisory
• Federal Tax Returns
• Multi-National Tax Returns
• Multi-State Tax Returns
• Technical Research
• Financial Services Tax Experience
• Asset Management Taxation
• Private Equity Taxation
• Hedge Fund Taxation

• Collaboration
• Leadership
• Communication

• Bachelor’s Degree in Accounting

• Asset Manager Clients
• Private Equity
• Hedge Funds
• Fund to Funds
• Venture Capital