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Job Details

Manager - Investment Management - Private Equity Tax

Experience
5 yrs required

Location
Costa Mesa, CA, United States

Posted on
Dec 07, 2022

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Manager - Investment Management - Private Equity Tax
The candidate will utilize prior experience to provide tax compliance and advisory services to investment management clients. Will assist clients with effective analysis, solution development, and implementation of clients' tax objectives. Manage the client relationship by delivering tax advisory services to the client. Perform high-level reviews of tax research, partnership work papers, allocations, and tax filings. Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization. Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors. Take on lead client-contact roles. Undertake billing and profitability analysis on engagements. Get involved in marketplace eminence building and pursuits.

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