- Prepare status reporting for management review
- Manage day to day activities and supervise tax staff;
- Train tax staff on proper workpaper preparation and processes
- Ensure quality service is being provided to clients by all employees working on client account;
- Implement and maintain detailed timetables and ensure that everyone is aware of deadlines and works towards them.
- Responsible for career development for tax staff - develop technical, analytical, time management, organizational and supervisory skills;
- Prepare and deliver performance evaluations for tax staff and participate in review sessions.
- Identify, research and resolve tax issues (consult with Tax Manager II as needed) and address complex client requests.
- Assign and monitor departmental progress on various deliverables.
- Responsible for managing and reviewing the work of tax staff throughout the year and managing all internal deadlines.
- Review the Fund income tax provision
- Clear audit points
- Prepare and review the investment security analysis.
- Coordinate with the Financial Reporting and Fund Accounting Teams
- Clear audit points.
- Review the income tax allocations to each partner.
- Analyze special allocated items
- Review application of management and incentive fees
- Consult and train others on funds structure to properly asses' investors' requirements.
- Review staff prepared footnotes including UBTI, ECI, State Sourcing
- Review Reportable Transactions
- Review Tax Estimates required for the Funds
- Work with the client to assist with investor questions
- Be competent to analyze the structure and plan for investors.
- Set up and attend meetings with operations group to identify key issues, increase knowledge of fund operations, and increase efficiencies of the information flow process.
- Plan, schedule and manage the daily workflow for given relationships
- Set up new clients within the tax process including system and administration needs
- In conjunction with the Tax Manager II and Senior Manager, coordinate year-end tax reporting with client and independent accounting firm;
- Document and maintain a file of all tax-related issues, resolutions, positions and methodologies by fund.
- Responsible for output of tax staff
- Must comply with other internal control procedures as required.
- Assist Tax Manager in ensuring compliance with all established departmental and company controls
- Responsible for seeking ways to improve upon existing controls and mitigate risks associated with processes.
- BS/BA degree in Accounting/Finance or equivalent work experience
- Minimum of 5+ years of Partnership tax experience
- Proven ability to work with people and facilitate the smooth workflow between Investment Tax and other internal and external stakeholders.
- Strong client service skills
- Strong supervisory skills with the ability to prioritize
- Understanding of partnership tax related tax code sections, forms and elections, and tax adjustments of securities.
- Demonstrate ability to perform a detail review of the entire tax package (including tax allocations and tax adjustments) to ensure a quality product
- Ability to conceptualize and execute projects and initiatives through to completion
- Creative problem-solving skills, including the ability to identify, recommend, and implement solutions for tax-related client issues
- Demonstrate ability and willingness to train and mentor staff.
- Demonstrate ability to obtain quality results through others
- Demonstrate ability to manage people
- Demonstrate understanding of Tax Supervisor role and ability to be accountable
- To ensure that tax staff completes required work efficiently and accurately;
- To ensure that tax staff are adequately trained and well looked after
- To present the Company favorably in all external interactions;
- To complete goals consistent with annual Company roll-out.
-
Tax Manager
1 week ago
Atlantic Group Boston, United StatesLooking to get out of public? Looking for a better work life balance? · *Please note: only local Massachusetts applicants will be considered. · The Atlantic Group has partnered with a highly regarded wealth management advisory firm looking for a talented tax professional to joi ...
-
Tax Manager
1 week ago
Regal Executive Search Boston, United StatesJob Description · Position Summary: · Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise. · Conduct primary and secondary review of complicated or complex income tax returns including C-Corp, S-Corp, Partnerships and individual ...
-
Tax Manager/ Sr. Tax Manager
1 week ago
PKF O'Connor Davies Boston, United StatesThe Tax Manager/ Sr. Tax Manager will lead and manage multiple tax engagements to deliver quality income tax services for clients within various commercial industries. The Manager will be responsible for advising clients on the tax implications of their business objectives, evalu ...
-
Tax Manager
1 week ago
Norman Alex Boston, United StatesOur client is a dynamic, rapidly growing CPA firm working in many different industries. They are looking to recruit an experienced tax manager to manage a diversified portfolio of clients, perform detailed tax revues and offer sophisticated tax planning advice. The person would b ...
-
Tax Manager
1 week ago
SDL Search Partners Boston, United StatesAbout the job Tax Manager · Tax Manager (Remote Options, Flexible Hours) · New add-to-staff position with a growing firm - this Manager level Tax position allows for the ability to be fully remote (or in office at one of their locations, if desired), with flexible hours and str ...
-
Tax Manager
5 days ago
CPA firm Boston, United StatesRegional CPA firm seeking to add a Tax Manager and Tax Senior. for its staff. · This position can be located in NY / NJ / MA / Hybrid / Remote · Responsibilities: · Assume full responsibility for directing multiple engagements · Provide clients with Tax Compliance, Research, Co ...
-
Tax Manager
1 week ago
Atlantic Group Boston, United StatesA wealth management firm in the financial district is seeking a Tax Manager/Tax Analyst to join their team. · The Tax Advisor assumes responsibility for comprehensive preparation of tax returns for a designated group of individual clients. This role also contributes to broader t ...
-
Tax Senior or Tax Manager
1 week ago
Regal Executive Search Boston, United StatesTax Senior or Tax Manager - Trusts & Estates · Job Description · Tax Senior or Tax Manager - Trust & Estate · Job description · If you are: · A highly dedicated professional with impressive credentials and driven by new challenges and growth opportunities · A team player who ...
-
Tax Manager
1 week ago
Cabot Properties Job Board Boston, United StatesCabot Properties is an institutional investor, developer, and operator of logistics real estate. As an industry leader for over 30 years, we have used our expertise and acumen to create ongoing value for our partners. Cabot has a strong team of dedicated, bright, strategic, and d ...
-
Tax Manager
1 week ago
Creative Financial Staffing Boston, United StatesCreative Financial Staffing (CFS) has partnered with one of the most experienced and successful investment firms in North America in their search for a Tax Manager. The Tax Director is actively seeking a promising successor to groom and mentor for future leadership. · Highlights ...
-
Tax Manager
1 week ago
Andersen Boston, United StatesThe Firm: · Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the mo ...
-
Tax Manager
1 week ago
WMG Inc Boston, United StatesJob Description · Job Description · The Company · We're · World Energy , a low-carbon solution pioneer working with world leading companies to help meet their net-zero commitments. Through our affiliated businesses, World Energy operates in sustainable aviation fuel, clean hyd ...
-
Tax Manager
1 week ago
Lee and Crowley Boston, United StatesLee & Crowley, LLC is hiring a Tax Manager for the firm's Boston office to start ASAP. We are a boutique full-service assurance, tax, and business advisory firm founded in 2017 and are expanding our team to deal with the rapid growth we have experienced over the past few years. O ...
-
Tax Manager
2 weeks ago
Daley and Associates Boston, United StatesTax Manager - Ultra High Net Worth · Our Client, is a New York Stock Exchange Company. Our client is looking for a Tax Manager to join a tax team to help support ultra high net worth clients. This Manager will be in a leadership role and must have the ability to manage, mentor, ...
-
Tax Manager
1 week ago
TPF Recruitment Boston, United StatesTPF Recruitment are recruiting for an Accountancy Practice Tax Manager on behalf of our highly reputable and growing client based in Brighton. Our client is one of the most respected firms of chartered accountants in Sussex; they boast a fantastic reputation and have an exciting ...
-
Tax Manager
1 week ago
Edelstein & Company Boston, United StatesManage, plan and supervise multiple engagements which include consulting, compliance, and tax planning services · Assist with and manage IRS and state audits as well as responses to notifications as needed · Consult with engagement team to promote new ideas and innovative plannin ...
-
Tax Manager
23 hours ago
Andersen Boston, United StatesThe Firm: · Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the mo ...
-
Tax Manager
6 days ago
TA Realty LLC Boston, United StatesCompany Overview : · TA Realty LLC ("TA") is among the largest and most experienced real estate investment management firms in the United States. Since inception, the firm has acquired, invested and/or managed over $39.0 billion of real estate and acquired over 1,200 industrial, ...
-
Tax Manager
1 week ago
TA Realty LLC Boston, United StatesCompany Overview: · TA Realty LLC ("TA") is among the largest and most experienced real estate investment management firms in the United States. Since inception, the firm has acquired, invested and/or managed over $39.0 billion of real estate and acquired over 1,200 industrial, ...
-
Tax Manager
1 week ago
Ropes & Gray Boston, United StatesAbout Ropes & Gray: · Ropes & Gray is a preeminent, global law firm. The firm has been ranked in the top-three on The American Lawyer's prestigious "A-List" for seven years and is ranked #1 on International's "A-List" in the U.K.rankings that honor the "Best of the Best" firms. ...
Investment Tax Manager I - Boston, United States - Brown Brothers Harriman
Description
At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application
What You Can Expect At BBH:
If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm. We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.
Area of Responsibility:
1. Management Reporting
