Financial Services Tax Asset Management III

Financial Services Tax Asset Management III
US - MS - Minneapolis

Minimum Degree Required: 

  • Bachelor Degree
Required Fields of Study: 
  • Accounting
Additional Educational Requirements: 
  • Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations
Minimum Years of Experience: 
  • 3 year(s) 
Certification(s) Required: 
  • CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, Enrolled Agent, or Member of the Bar.
Preferred Knowledge/Skills: 
  • Demonstrates thorough knowledge and/or a proven record of success in compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds and alternative investment strategies and vehicles.
  • Demonstrates thorough abilities and/or a proven record of success in preparing of partnership tax forms and Forms K1 and 1040; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues.

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