Finance Manager
bp
Mid · Seniorfull-time$180k–$210k / yearColorado, Texas · 🇺🇸 United States
Posted: 5 hours agoSource: bpinternational.wd3.myworkdayjobs.com
Senior Manager, Fund Financial & Tax Reporting
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Merrimack • New Hampshire, Texas • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Responsible for reviews of the workpapers and the management of the daily operations within the Tax group
- Participates in the setting of tax policy and coordinating the implementation of such policies
- Participating in the setting of strategic goals and initiatives for the group
- Managing the relationships with the department’s internal and external business partners
- Oversees the timely and accurate execution of the team’s core deliverables for Fidelity’s alternative investment products
- Responsible for implementing and ensuring the accurate execution of team’s policies, procedures, and controls
Requirements
- BS in Accounting or Finance
- CPA and/or MST is preferred
- 5+ years of public accounting experience in Partnership taxation
- Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus
- Private Equity fund of funds tax experience a plus
- Experience with InvestOne, Geneva, and Yardi a plus
- Advanced knowledge of Partnership tax and associated structures
- Broad knowledge of financial instruments and securities taxation
- Familiarity with tax research techniques
- Familiarity with various fund structures suitable for different types of investors
- Familiarity with federal, state and international filing requirements of partnerships and blockers
- Ability to frame complex operational & tax issues and propose solutions
- Ability to seamlessly move from strategy to execution
- Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment
Benefits
- Hybrid work environment requiring onsite presence every other week (all business days, M-F)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Partnership taxationRegulated Investment Company taxReal Estate Investment Trust taxPrivate Equity fund of funds taxTax research techniquesFinancial instruments taxationSecurities taxationPartnership tax structuresFederal filing requirementsState filing requirements
Soft skills
LeadershipManagementStrategic thinkingProblem-solvingGoal settingTeam collaborationCoachingPrioritizationCommunicationIndependence
Certifications
CPAMST
