Tax Supervisor 1 - Financial Services / Asset Management

Responsibilities:

• Serve as a mentor to our associates and senior associates, providing real-time project feedback and regular check-ins.
• Provide detail review and analysis of complex Private Equity partnership tax returns
• Work on multiple complex issues while communicating in a non-technical matter to facilitate communication between the client and the service team, all while managing risk for both the client and the firm

• Interact directly with clients handling questions, planning, concerns, etc.
• Develop, motivate, and train staff level and intern team members
• Performing, documenting, and summarizing research and conclusions regarding specific tax issues
• Remain up-to-date on current tax practices and changes in tax law.

Required Qualifications:

• Master's Degree in Commerce, Accounting or related field
• 5+ years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firm
• Must be eligible to sit for the CPA exam, CA, EA
• Prior tax compliance & consulting experience serving Asset Management clients

• Working knowledge of tax code and technical aspects of tax preparation and compliance
• Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements

Preferred Qualifications:

• Masters of Accounting, Masters of Taxation or MBA preferred
• Active CPA, EA, CA

• Proven track record managing client engagements from start-to-end .