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Our team is seeking a strategic, tax professional to join a high-performing investment management firm. This individual will play a vital role in shaping financial strategy and operations, supporting the launch and growth of a new tax-focused business entity within the organization. The ideal candidate is passionate about providing actionable financial insight, navigating complex tax matters, and supporting effective business decisions.
Job Responsibility:
Partner with company leadership to direct accounting functions, tax planning, and financial forecasting
Take an integral role in building a new tax service entity from the ground up
Identify trends, assess risks and opportunities, and present clear financial insights
Deliver strategic and operational support across multiple audiences within the organization
Lead fiscal reporting, audit processes, and ensure accuracy, compliance, and fiscal strength
Oversee key financial functions that enable organizational growth and long-term stability
Requirements:
Minimum of 3 years of experience in tax accounting or a related field
Proficiency in preparing individual tax returns, partnership tax filings, and S-Corp tax documentation
Extensive experience in accounting, tax planning, and financial strategy
Proven ability to analyze complex financial data and present meaningful insights
Strong leadership and collaboration skills
Commitment to ethical standards, compliance, and accuracy
Entrepreneurial mindset and the drive to help launch and grow new service lines