Senior Director, Financial Services Tax (Asset Management)
Core
Lead execution and review of complex tax compliance and reporting engagements for asset managers, including partnership and corporate filings and multinational tax reporting.
Role type
Senior Director, Tax (Asset Management)
Builds
Partnership tax compliance, investor reporting (K-1/K-2/K-3), and multi-jurisdictional filings for private equity, asset managers, and hedge funds.
Domain
Financial Services / Asset Management / Tax Compliance
Deliverable
client delivery
Required skills
Partnership tax compliance, multi-jurisdictional filing, tax structuring, engagement risk management, business development, team leadership, tax law analysis
Preferred skills
Corporate tax concepts (ASC 740), international tax reporting, Section 163(j) interest limitation, tax compliance software proficiency
Technologies
OneSource, GoSystem
Responsibilities
Lead complex tax compliance and reporting engagements; Advise on multi-tiered partnership and fund structures; Manage engagement risk and financial performance; Provide leadership and mentoring to team members; Actively pursue business development opportunities
Seniority
Senior Director, hands-on leadership with business development