Tax Senior Manager - Asset Management
Tax Senior Manager - Asset Management
Posted 3 days ago
SENIORITY
Lead
About the role
- Lead and manage complex engagements, delivering high-value tax advice and expanding services to asset management clients
- Work through multiple complex issues and communicate them clearly to clients and service teams
- Drive growth by generating new revenue from existing clients, cross-selling and identifying new clients
- Serve as tax client service coordinator and execute the client service plan
- Advise clients on planning, research, compliance and general M&A activity
- Review research findings for consistency with professional standards
- Coordinate with specialty teams (state and local, international, M&A) to deliver integrated service
- May have people leadership responsibilities
- Bachelor's degree in accounting or a related field 8+ years of business taxation experience with a Big 4 or large national, regional or local accounting firm (or equivalent)
- Active CPA, EA or attorney license
- Extensive tax compliance and consulting experience serving asset management clients
- Ability to manage and grow a book of business
- Advanced degree (MAcc, MST or MBA) preferred
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
