Associate Manager - US TAX

Confirms all accounting matters impacting tax are identified, documented and resolved bringing any matters requiring escalation to the attention of the SVP along with a proposed solution.

Ensures documentation and escalation of all tax issues

Facilitates multiple client and accounting firm relationships ensuring superior client service, group management development and staff morale.

FUNCTIONS:

Ensure team operates effectively and within SSC guidelines and standards

• Responsible for assigned client deliverables;
• Assist SVP in setting departmental policies, procedures and standards;
• Maintain and monitor all policies, procedures and standards;
• Act as technical and knowledge resource to the business unit;
• Participate in review of assigned tax deliverables;
• Allocate client deliverable across staff levels
• Monitor staff timesheet and weekly workload
• Document and maintain a file of all tax-related issues, resolutions, positions and methodologies by fund.
• Set up and attend meetings with accounting group to identify key issues, increase knowledge of fund accounting, and increase efficiencies of the information flow process.

Build client relationships and demonstrate knowledge of client business

Enhance Staff Development

• Train all staff in relevant tax matters;
• Control and comments on staff performance reviews
• Manage day to day activities and supervise tax staff

Planning and New Fund Setup

• Oversee implementation and assignment of new clients;

Assist SVP with review of offering documents and partnership agreements in conjunction with counsel.

• Assist SVP with value-added services and consultation of high-level tax matters.

Maintain High-Quality Communications

• Ensure Internal and External Communications are timely and of High-Quality
• Monitor quality assurance
• Promote positive Company image in all internal and external communications;
• Perform timely and regular reporting to SVP and other members of senior management;
• Communicate with clients and accounting firms on a regular basis and document any relevant matters.
• Resolve issues and address high level client requests.

Develop Operations and Industry Knowledge

• Attend conferences and relevant industry meetings as directed;
• Pro-actively seek out educational and informational sources to remain industry current
• Continuously assess new and existing client relationships to identify new business opportunities;