Job Description

Responsibilities:

• Review U.S. tax returns for investment partnerships and other related filings
• Assess U.S. tax returns for insurance companies and their shareholders
• Supervise U.S. tax professionals and conduct tax research drafting technical memoranda
• Prepare presentation materials for marketing U.S. tax services
• Meet with existing and potential clients to discuss taxrelated issues
• Assist in setting strategies driving new business development and providing technical advice across disciplines
• Build strong networks within the firm to identify and capitalize on project opportunities across various business units and sectors
• Identify and discuss key issues with clients to uncover potential opportunities
• Manage daytoday client communications and tax team operations
• Shape and deliver projects that exceed client expectations and quality criteria
• Develop project teams assess engagement risks drive conclusions and review/challenge team outputs
• Manage engagement financials
• Help grow and develop the team through handson training and coaching

Requirements/Qualifications:

• Minimum of 5 years of experience in U.S. taxation with an international accounting firm or similar specializing in U.S. tax issues of investment funds or international corporate structures
• Bachelors degree with a specialization in accounting/taxation or a law degree from an accredited university
• Qualification as a U.S. Certified Public Accountant or IRS Enrolled Agent
• Extensive knowledge of U.S. tax compliance and consulting needs for various investment funds including expertise in tax compliance software
• Advanced proficiency in Microsoft Office applications including Word Excel and PowerPoint
• Proven experience in developing and sustaining deep client relationships preparing and presenting complex materials and managing project workflow budgets billing and collection
• Demonstrated experience as a team leader motivating members creating an atmosphere of trust and encouraging improvement and innovation
• Excellent communication interpersonal and time management skills
• Ability to coach and mentor junior team members
• Highly organized dedicated and selfmotivated
• Demonstrated success in generating new business proposal writing and delivery and collaborating across engagements and business units

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