Tax Manager, Wealth and Asset Management
EY
full-time
Posted on:
Location Type: Hybrid
Location: New York City • California • New York • United States
Visit company websiteExplore more
Salary
💰 $116,200 - $212,900 per year
About the role
- lead tax compliance and advisory engagements for hedge fund, private equity, and mutual fund clients
- address complex federal, international, state and local tax issues
- implement tax strategies aligned with client objectives
- manage tax compliance accounts
- review securities analyses and making tax adjustments
- oversee the production of K‑1s and partnership returns
- evaluate partnership agreements and private placement memorandums for tax implications
Requirements
- A Bachelor's degree and a minimum of 5 years of related work experience
- An advanced degree in tax or law and a minimum of 4 years of related work experience
- CPA license or a licensed Attorney is required
- Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
- Broad exposure to federal income taxation and exposure to state and local tax
Benefits
- medical and dental coverage
- pension and 401(k) plans
- wide range of paid time off options
- flexible vacation policy
- time off for designated EY Paid Holidays, Winter/Summer breaks
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax compliancetax advisoryfederal taxationinternational taxationstate taxationlocal taxationK-1 productionpartnership returnssecurities analysistax strategy implementation
Certifications
CPA licenselicensed Attorney