CAAG Tax Manager (Job Number: 1301954)
The primary responsibility of the Tax Manager is to direct the overall tax engagement process, including the planning, managing and executing of a variety of tax matters, for Hedge Fund/Private Equity Fund and Investment Partnership Clients with a variety of fund structures and investment vehicles. Responsibilities include but are not limited to: the overall client relationship; assisting fund administration business partners on resolving day-to-day tax issues; providing technical tax compliance and consultation; managing staff; performing tax analysis of various security transactions PFIC, REIT, wash sales, 988/1256 contracts, short sales, etc.; preparing/reviewing complex tax allocations; and preparing/reviewing interim estimates and yearly tax filings for Hedge Fund/Private Equity Fund structures and vehicles.
The successful candidate must also have a good working knowledge of NRA withholding applicable to investment partnerships and assist the head of tax as a liaison for the overall administration of the withholding process. Bachelor s Degree in relevant business discipline required; CPA and/or MST degree preferred; 7+ years of investment partnership tax and/or related industry experience, along with thorough knowledge and understanding of tax laws and regulatory compliance required. Big Four tax accounting experience preferred. 5+ years of progressively responsible supervisory experience.Advanced proficiency in Excel and Word skills required, Access a plus. Effective communication, analytical and writing skills, and equally strong client service skills.
Primary Location: United States-USA-MA-Everett
Internal Jobcode: 30463
Job: Asset Servicing
Organization: Global Client Service Delivery-HR06406
BNY Mellon - 22 months ago
WE’RE INVESTED IN OUR PEOPLE
Client success begins with our people. That’s why we invest in the future of each BNY Mellon...