Jobs
>
Los Angeles

    Tax Manager, Investment Funds Group - Los Angeles, United States - Regal Executive Search

    Regal Executive Search
    Regal Executive Search Los Angeles, United States

    3 weeks ago

    Default job background
    Description
    Job Description
    Tax Manager, Investment Funds Group

    This is a position for our Investment Funds Group.

    Essential Duties and Responsibilities include the following.


    Core Competency is the demonstrated ability to carry out the primary responsibilities of the job which should be reflected in the essential duties section of the job description.

    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.
    Employee Referral Program Eligible


    Related Jobs:
    Client Outsourced Accounting Manager
    Manhattan Beach,, CA
    Senior Internal Auditor - Hedge Fund/Alternative Investment
    Los Angeles, CA
    Audit Staff - Audit Senior Accountant - (Japanese Bilingual) - Remote
    Torrance, CA
    Login

    to save this search and get notified of similar positions.
    #J-18808-Ljbffr
  • Capital Group Companies

    Capital Markets Assumptions

    3 weeks ago

    Capital Group Companies West Los Angeles, United States

    "I can succeed as a Solutions Analyst at Capital Group." · Capital Solutions Group (CSG) is the investment team responsible for performing research and making investment recommendations in support of Capital Group's multi-asset portfolio solutions effort. The multi-asset portfoli ...

  • The Regents of the University of California on behalf of their Los Angeles Campus

    Financial Anl 3

    2 weeks ago

    The Regents of the University of California on behalf of their Los Angeles Campus Los Angeles, United States

    Special Instructions for Applicants: · This is a one year contract position. · Overview: Reporting to the Vice Chancellor and Chief Financial Officer, the Office of Academic Planning and Budget (APB) supports UCLA executive management and campus-level strategic planning by provid ...

  • UCLA

    Financial Analyst

    2 weeks ago

    UCLA Los Angeles, United States

    As a member of the Campus Budget Services team, the Financial Analyst administers and analyzes APB's budget operations under general supervision of the Director of Campus Budget Services. The position involves administration of the organizational budget including daily operationa ...

  • Ares Management

    Vice President, Investment Operations

    2 weeks ago

    Ares Management Los Angeles, United States

    Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. T ...

  • Cedars-Sinai

    Postdoctoral Scientist

    3 weeks ago

    Cedars-Sinai Los Angeles, United States

    **Postdoctoral Scientist -Pathology Group Operations**: · - Employer- Cedars-Sinai- Location- Los Angeles, California- Salary- Competitive- Closing date- 7 Jul 2024- Discipline · Health Science · Job Type · Researcher · Employment - Hours · Full time · Duration · Permanent · Qual ...

  • Chrysalis Center Inc

    Director of Institutional Giving

    2 weeks ago

    Chrysalis Center Inc Los Angeles, United States

    **Job Summary**: · A critical member of the Development & Communications team, the Director of Institutional Giving reports to the Vice President of Development and Communications and is responsible for managing a multi-faceted portfolio of foundation and corporate donors. The Di ...

  • UCLA

    Contract & Grant Officer

    3 weeks ago

    UCLA Los Angeles, United States

    The Contract & Grant Officer is a technical leader who shares knowledge and provides advanced level advice and guidance to UCLA faculty and staff including complex concepts in proposal development and award management. The Officer authorizes and oversees the submission of proposa ...

  • Crystal Stairs

    Preschool Coaching Supervisor

    1 week ago

    Crystal Stairs Los Angeles, United States

    **Crystal Stairs, Inc.** · **Improving the Lives of Families through** · - Child Care Services, Research, and Advocacy_ · **Crystal Stairs is committed to building and sustaining a diverse, fully vaccinated workforce and culture. As part of this commitment, Crystal Stairs does no ...

  • U.S. VETS

    National Director of Asset Management- National

    3 weeks ago

    U.S. VETS Los Angeles, United States

    **National Director of Asset Management · - National Office** · **Level**: Management · **Job Location**: USVETS National - Los Angeles, CA · **Position Type**: Full Time · **Education Level**: 4 Year Degree · **Salary Range**: $86, $122,210.00 Salary · **Travel Percentage**: · * ...

  • Capital Group Companies

    Hnw Strategic Partner Lead

    2 weeks ago

    Capital Group Companies Los Angeles, United States

    Founded in 1931, Capital Group is one of the world's oldest and largest asset management firms with assets under management of $2.6 trillion. Its resources serve as the backbone of Capital Group Private Client Services ('PCS'), which originated in 1971 as the family office for Ca ...

  • The Regents of the University of California on behalf of their Los Angeles Campus

    Rsch Adm 2 Cx

    2 weeks ago

    The Regents of the University of California on behalf of their Los Angeles Campus Los Angeles, United States

    Position Summary: · Responsible for over $2-5 million in operating and extramural funds for Life Science's Biology Group, consisting of the Ecology & Evolutionary Biology Department, the Computational & System Biology Program and the Stunt Ranch: Applies theory and puts it into p ...

  • Capital Group Companies

    Solutions (Active/passive) Analyst - Csg

    3 weeks ago

    Capital Group Companies West Los Angeles, United States

    "I can succeed as a Solutions Analyst at Capital Group" · - Capital Solutions Group (CSG) is the investment team responsible for performing research and making investment recommendations in support of Capital Group's multi-asset portfolio solutions effort. The multi-asset portfol ...

  • Los Angeles Community College District

    Associate Vice Chancellor of Capital Construction

    2 weeks ago

    Los Angeles Community College District Los Angeles, United States

    **COMPENSATION & BENEFITS** · **Monthly Salary**: $17, $20,494.05 monthly ($209,436.12 to $245,928.60 annually). · *Salary Information is based on a full-time, 12-month position · **Health Benefits**: District-paid medical, dental, and vision insurance plans for employee and depe ...

  • AmeriCorps

    Ccnp Data

    3 weeks ago

    AmeriCorps Los Angeles, United States

    Central City Neighborhood Partners and the City of Los Angeles's Mayor's Office work together to fight urban poverty in the area formerly known as the Los Angeles Promise Zone, which includes the diverse communities of Pico-Union, Westlake, Wilshire Center, Koreatown, East Hollyw ...

  • UCLA Health

    Lab Center Specialist

    2 weeks ago

    UCLA Health Los Angeles, United States

    **Description** · The Division of Pediatric Infectious Diseases within the David Geffen School of Medicine at UCLA, seeks an ACTG/IMPAACT Laboratory Center Specialist to join their Clinical Trials Laboratory Center. The Laboratory Center Specialist will work closely with Protocol ...

  • UCLA Health

    Administrative Director

    2 weeks ago

    UCLA Health Los Angeles, United States

    **Description** · Embark on an exciting journey as the Administrative Director of the UCLA-Charles Drew Center for Neuroscience and Society (CNS). With a $2 million annual budget under your purview, you'll drive strategic initiatives to enhance collaboration between UCLA and Char ...

  • Catholic Charities of LA

    Program Development Assistant

    2 weeks ago

    Catholic Charities of LA Los Angeles, United States

    Catholic Charities of Los Angeles, Inc. is one of the largest human services providers in California that operates a variety of programs to serve the poor and strives to find permanent solutions to crisis situations by offering clients the tools and resources needed to achieve gr ...

  • Cancer Support Community

    Development Coordinator

    3 weeks ago

    Cancer Support Community Los Angeles, United States

    **Job Title**:Development Coordinator **Reports to**:Development Director **FLSA Status**: Non-Exempt · **Hours**:Full Time; 40 hours per week · **Location**:Hybrid - Split Remote / In-Person at 1990 South Bundy Drive, Suite 100, Los Angeles, CA 90025 · SUMMARY OF RESPONSIBILITIE ...

  • The Regents of the University of California on behalf of their Los Angeles Campus

    Rsch Adm 5

    2 weeks ago

    The Regents of the University of California on behalf of their Los Angeles Campus Los Angeles, United States

    Special Instructions for Applicants: · Please upload Cover letter and Resume combined. · Department Summary: EFM provides financial management services to the campus research community in support of more than $1 billion dollars of expenditures annually in sponsored awards. EFM is ...

  • California Hospital Medical Center

    Director Nursing Medical Surgical

    3 weeks ago

    California Hospital Medical Center Los Angeles, United States

    **Overview** · If you are committed to social justice, health equity, and prepared to deliver care in new, innovative ways, you belong with us. · We offer the following benefits to support you and your family: · - Relocation Assistance. · - Annual Incentive (Bonus) Program. · - M ...