Financial Services
Qualifications
Experience Level: Senior Level
- A Bachelor's degree and a minimum of 5 years of related work experience; or 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
Full Job Description
As a leader in serving the global financial services sector, EY is actively seeking a Tax Manager for its Wealth and Asset Management practice in Boca Raton, FL. This pivotal role involves spearheading tax compliance and advisory engagements for a diverse clientele, including hedge funds, private equity firms, and mutual funds. Responsibilities encompass navigating intricate tax challenges and implementing strategic tax solutions tailored to meet client objectives. The ideal candidate will possess expertise in leading tax compliance accounts, reviewing securities analyses, executing tax adjustments, and overseeing the accurate production of K-1s and partnership returns, as well as evaluating partnership agreements and private placement memorandums for their tax implications.
Company
EY
EY is dedicated to forging a better working world by generating novel value for clients, individuals, society, and the planet, all while cultivating trust within capital markets.