Executive Job Title	Senior Tax Manager - Partnership & RIC
Type of Registrant	Recruiter
Location	Massachusetts
Industry & Function 1:	Financial-Brokerage/Mut.Fund/Securities/MoneyMgmt - FINANCE--CFO/Control/Acctg./Treas./Tax,etc.
Compensation	$100,000 to $200,000
Executive Job Description	Leading global financial services firm is seeking a Senior Tax Manager to head up a major accounts team. You will lead a team of 4 technical tax analysts in supporting a blend of internal and external clients. Responsibilities: •Lead assigned client(s) tax activities and provide review and guidance with regards to the preparation of Fiscal and excise tax provisions including complete and accurate disclosures for financial statement purposes as well as verifying the accuracy of proposed excise and subchapter M distributions; Federal (forms 1120RIC, 8613, 1065, K-1 and other applicable filings) and state tax returns; Year end shareholder information in accordance with IRS and client timetables. •Provide RIC, partnership and security tax technical knowledge through prior experiences and remaining current on pending tax legislation. Monitor federal and state tax law changes by referencing resources such as CCH on Line and also becoming involved in outside tax committees. •Perform research regarding special projects to allow for the practical application of tax concepts (i.e. master feeder, PFIC identification calculations, REMIC calculations etc). •Identify potential tax issues and provide guidance on the tax treatments of complex financial instruments and transactions. •When necessary, perform a review of the IRS regulated investment company qualification tests and provide guidance under IRC section 852. •Through research, propose enhancements to fund policies and procedures to address evolving RIC and security tax laws. •Develop your staff through technical training and providing assignments that are challenging and thought provoking. As appropriate allow staff to become more visible to the client through participation in meetings and client specific events. •Participate in client / prospects presentations to provide insight regarding the firm’s tax reporting process. Requirements: •BS in Accountancy or Finance is a minimum. •CPA or MST desired. •Seven to Ten Years of Tax experience. •Five plus years of managerial experience. •Big four tax accounting experience is preferred.
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