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. Proven experience in developing and sustaining deep client relationships, preparing and presenting complex materials, and managing project workflow, budgets, billing, and collection.
Numbers & Facts
Location
New York
Website
https://www.yeahglobal.com
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 tax-related 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 day-to-day 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 hands-on 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
Bachelor's 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 self-motivated
Demonstrated success in generating new business, proposal writing and delivery, and collaborating across engagements and business units