Financial Services - Wealth and Asset Management - Tax Manager
$116.2k/y-$212.9k/y
EY2 days ago
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HybridFull-timeSenior
Summary
EY is seeking a Tax Manager for their Wealth and Asset Management practice, located in San Francisco, CA. The role involves leading tax compliance and advisory engagements for hedge fund, private equity, and mutual fund clients.
About the Role
As a Tax Manager, you will address complex federal, international, state, and local tax issues, implement tax strategies aligned with client objectives, and manage tax compliance accounts. Your responsibilities will include reviewing securities analyses, making tax adjustments, overseeing the production of K-1s and partnership returns, and evaluating partnership agreements for tax implications.
About You
Required:
- A Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience.
- CPA license or a licensed Attorney is required.
- Familiarity with the financial services industry gained through direct involvement with managed investment vehicles.
- Broad exposure to federal income taxation and exposure to state and local tax.
Preferred:
- Excellent managerial, leadership, organizational, and verbal/written communication skills.
- Demonstrated skills in mentoring and training others.
Benefits
- Comprehensive compensation and benefits package based on performance.
- Medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Flexible vacation policy allowing you to decide how much vacation time you need.
EY
EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams in more than 150 countries work across a full spectrum of services in assurance, consulting, tax, strategy and transactions, strengthened by sector experience and diverse ecosystem partners. Find out more about the EY global network: http://ey.com/en_gl/legal-statement
San Francisco, CA