Tax Manager - Private Client Group - FTS US Inc.
Mashpee, MA
About the Job
Tax Managers focus on tax compliance and consulting for high networth individuals and a variety of trust types. They manage a 1040/1041 compliance group and review and prepare taxreturns, forecast future compliance work, delegate work effectively, and resolvetechnical and staffing issues.
Selected Responsibilities:
- Maintain continuous interaction with clients, manage expectations and ensure outstanding client service. Team with tax professionals to provide comprehensive tax solutions.
- Determine all information required to ensure/complete accurate tax compliance products within the budget. Formulate a plan to gather/communicate information. Determine areas of exposure and adapt to challenges in the compliance process.
- Provide timely and high-quality services and work products that exceed client expectations.
- Help to develop and guide staff and other junior tax professionals by providing effective performance feedback, on-the-job training, and ensuring team responsibilities are consistent with skills and developmental goals.
- Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations.
- Keep team members informed of work status.
Required Qualifications:
- Bachelor's Degree with an emphasis in accounting, finance, or a related field and approximately 5+ years of related work experience
- An advanced degree in tax or law is highly desirable
- CPA certification, Enrolled Agent, or JD
- Big 4 experience a plus, but not required
- A minimum of 3 years of Alternative Investment Fund tax experience or equivalent experience in business or the financial services industry
- Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
- Knowledge of foreign reporting requirements
- Broad exposure to federal income taxation and some exposure to state and local tax
- Excellent managerial, organizational, and verbal/written communication skills
- Some travel may be required
Source : FTS US Inc.