Financial Services Tax IV

Financial Services Tax IV
US - MA - Boston

Minimum Degree Required: 
  • Bachelor Degree
Required Fields of Study: 
  • Accounting
Minimum Years of Experience: 
  • 5 year(s) 
Certification(s) Required: 
  • CPA, Enrolled Agent or Member of the Bar
Preferred Knowledge/Skills: 
  • Thorough knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds.
  • Considerable knowledge of structuring of funds and fund management companies to best limit tax liability.
  • Thorough knowledge of alternate investment strategies and vehicles.
  • Comprehensive technical skills, including partnership tax Forms, K1 and M1.
  • Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials.
  • Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback.

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