Asset & Wealth Management - Tax Senior Manager

About This Role

Lead large-scale tax projects for Asset and Wealth Management clients, innovate processes, and maintain operational excellence. Interact with clients at a senior level and build trust within multi-level teams.

Responsibilities

• Lead and manage large-scale projects to achieve successful outcomes
• Innovate and streamline processes to enhance efficiency and effectiveness
• Maintain exceptional standards of operational excellence in every activity
• Interact with clients at a senior level to drive project success
• Build trust with multi-level teams and stakeholders through open communication
• Motivate and coach teams to solve complex problems
• Serve as a strategic advisor, leveraging specialized knowledge and industry trends
• Provide strategic input into the firm’s business strategies
• Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
• Deal effectively with ambiguous and unstructured problems and situations.

Requirements

• Bachelor's Degree in Accounting
• 5 years of experience
• CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify

Qualifications

• Bachelor's Degree in Accounting
• 5 years of experience

Nice to Have

• In-depth knowledge of compliance for financial partnerships
• Knowledge of structuring funds to limit tax liability
• Experience identifying and addressing client needs
• Building and utilizing networks of client relationships
• Managing resource requirements and project workflow
• Creating an atmosphere of trust in teams
• Developing new relationships and selling new services
• Innovating through new and existing technologies
• Utilizing digitization tools to enhance engagements

Benefits

Certifications