Tax Manager, Investment Funds Group
Company: Regal Executive Search
Location: Los Angeles
Posted on: November 14, 2024
Job Description:
Job DescriptionTax Manager, Investment Funds GroupThis is a
position for our Investment Funds Group.Essential Duties and
Responsibilities include the following:
- Is experienced at performing and can direct research of
accounting treatment and complex tax returns. Accounting
specialists perform technical reviews of financial statements, and
special projects. Accounting services specialists demonstrate the
ability to review and research complex GAAP and reporting
issues.
- Provide feedback on performance to members within the Firm's
reporting process, monitors CPE needs and requests specialized
training for staff.
- Review documentation prepared/reviewed by Managers, Senior
Associates and Associates and provides feedback to enhance learning
and complete engagement objectives.
- Responsible for assisting and actively participating in the
development of departmental training, methodology and tools.
- Continue to demonstrate the firm's billing standards and meet
the required billing goals set with your Direct Report
Manager.
- Regular contribution to firm and service line administrative
functions.
- Enhance client relationships through strong communication and
project management skills; maintains relationships with client
throughout the year and identify other service opportunities when
possible.
- Take lead role in preparing and delivering proposals.
- Monitors engagement progress against client expectations.
- Develop extensive knowledge in niche area.
- Responsible for ensuring engagement staff follow up on open
items and issues and that engagement deliverables are completed
timely.
- Proactively works on Business Development activities including
internal and external marketing.
- Consistent completion of tax returns, financial statements,
and/or special projects.
- Leadership role in directing Managers and Senior Associates in
engagement planning activities that includes establishing time
budgets, ensuring required documentation are completed, designing
programs and identifying risks or significant matters that require
further discussion with the Engagement Partner or firm
specialist.
- Plan multiple concurrent client engagements and projects,
including scheduling, deploying of resources and exhibits effective
project management.
- Continually develops, mentors, and trains Associates, Senior
Associates, and Managers by actively cultivating an environment
that challenges, encourages, and fosters professional and personal
growth.
- Demonstrates the ability to plan, execute, and deliver work
independently with limited or no supervision on large complex
engagements.
- Supervise up to 5 to 10 or more staff on multiple concurrent
engagements.
- Supervise progress of staff by monitoring benchmarks against
engagement objectives; provide performance feedback when
needed.
- Perform a review of the work prepared by Associates, Senior
Associates, and Managers for coverage, completeness, accuracy, and
technical proficiency.
- Effectively delegate tasks to facilitate professional
development and efficient utilization of firm resources.
- Demonstrate a comprehensive understanding of tax return and
financial statement processes.
- Demonstrate the ability to resolve engagement issues,
consulting with the Engagement Partner and firm specialists as
necessary.
- Consistently take ownership of assigned engagement objectives
and demonstrate the ability to plan multiple concurrent engagements
while maintaining the department staff schedule.
- Keep team members apprised of engagement and scheduling issues
on a timely basis.
- Work with your Direct Report to develop a charge goal, along
with a plan to achieve and monitor your monthly and annual
goal.
- Work with Partner to develop an appropriate plan of
professional development, professional reading, and CPE, and take
responsibility to ensure that plan is achieved.
- Demonstrate a comprehensive understanding of the client's
operations, accounting systems, financial condition, and the
industry in which it operates.
- Establish and maintain a good working relationship and
demonstrate effective communication with client personnel at
appropriate levels.
- Maintain appropriate professionalism in client and team
interactions.
- Responsible for ensuring that deliverables and workpapers
produced by team members are clear, concise, well written, and in
conformity with firm standards and professional requirements.
- Proficient at prioritizing and managing multiple engagements
within given timeframes and budget parameters, and strive for
adherence.
- Adhere to the Firm's policies and procedures, Core values,
demonstrate their importance to others, and provide input to
management on suggested modifications to Firm policies and
procedures as necessary.
- Be familiar with and adhere to relevant ethical requirements of
the AICPA, contained in the Code of Professional Conduct, the Texas
State Board of Public Accountancy, and the Texas Society of CPA's
in discharging their professional responsibilities.
- Perform other duties as assigned.Specialized Responsibilities
for Financial Services:
- Provide tax compliance and advisory services for investment
partnerships and related management entities.
- Work as part of a multi-disciplinary team helping to provide
financial service knowledge and experience.
- Build and manage client relationships.Job Requirements:To
perform this job successfully, an individual must be able to
perform each essential duty satisfactorily. Reasonable
accommodations may be made to enable individuals with disabilities
to perform the essential functions, unless it would cause an undue
hardship. The employee or potential employee still has his or her
responsibility to be able to perform the essential duties of the
position.Education and Professional Credentials:
- Bachelor's degree in Accounting or related field.
- Masters degree in Accounting or related field preferred.Skills:
- Excellent written and oral communications skills.
- Team orientation and strong interpersonal skills.
- CPA with 5 to 8 or more years of experience in public
accounting.
- Investment partnership tax experience, including preparation of
allocation schedules, Schedules K-1, Forms 1065 and related other
related schedules.
- Working knowledge of alternative investment vehicles and
structures, including hedge funds, private equity funds and mutual
funds.
- Basic understanding of the tax implications associated with
financial products.
- Bachelor's degree, J.D., LL.M. in Taxation, and/or Master's in
Taxation (MST) from an accredited college/university.
- Outstanding leadership skills.
- Possess technical knowledge sufficient to supervise Staff and
Managers.
- Demonstration of independent thinking and strong
decision-making skills.
- Proven ability to manage and develop staff.
- Strong relationship management and practice development
skills.
- Experience with a variety of industries and all aspects of
federal tax laws. Accounting Service Senior Managers will be
experienced with a wide variety of industries and all aspects of
GAAP and financial reporting.
- Demonstrates a proven ability to attract and service new
clients and expand services to existing clients.
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Keywords: Regal Executive Search, Santa Ana , Tax Manager, Investment Funds Group, Accounting, Auditing , Los Angeles, California
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