Tax Manager - Mutual Funds
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Summary
About the Role
About You
- 5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns.
- Bachelor's degree in accounting, finance, or other business-related field.
- Demonstrated advanced understanding of Subchapter M and financial products.
- Ability to perform job responsibilities within a hybrid work model requiring in-person attendance 2-3 days per week.
- One of the following active accreditations: Licensed CPA, Licensed Attorney, Enrolled Agent, CFA, or CFP.
- Advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous Big 4 or large CPA firm experience.
- Knowledge of fund accounting and general ledger accounting.
- Strong verbal and written communication skills.
Benefits
- Competitive salary range of $93k–$213k.
- Eligibility to participate in a discretionary annual incentive program based on performance.
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