Manager, Tax Transition Services

Manager Tax Transition Services

Location: New York City

We are a reputable financial services firm specializing in investment management and advisory services. With a strong focus on excellence and client satisfaction, we provide innovative solutions to a diverse range of clients. As we continue to expand our operations, we are seeking a highly skilled and experienced Manager for Tax Transition with expertise in trade operations, cost basis, trading, risk management, compliance, and trading systems.

Job Description: As the Manager of Tax Transition Services, you will play a vital role in overseeing and managing the tax transition process, ensuring compliance with tax regulations and optimizing tax efficiency for our clients. You will collaborate with cross-functional teams to streamline trade operations, cost basis calculations, risk management, compliance, and trading systems. Your expertise and leadership will contribute to the success of our clients and the overall growth of our firm.

Responsibilities:

• Oversee and manage the tax transition process, ensuring accurate and timely tax reporting and compliance.
• Collaborate with internal teams, including trade operations, risk management, compliance, and IT, to optimize tax efficiency.
• Provide guidance on cost basis calculations, including FIFO, specific identification, and tax lot optimization strategies.
• Implement and enhance trading systems to support tax-related requirements and automate processes.
• Develop and maintain strong relationships with external partners, including tax authorities and vendors.
• Stay up-to-date with tax regulations and industry trends, providing insights and recommendations to senior management.
• Lead a team of tax professionals, providing guidance, coaching, and support to ensure high-quality service delivery.
• Participate in client meetings, addressing tax-related inquiries and providing strategic advice.
• Collaborate with the legal and compliance teams to ensure adherence to regulatory requirements.

Qualifications:

• Bachelor’s degree in Finance, Accounting, or a related field. A master’s degree or relevant certification (CPA, CFA, etc.) is a plus.
• Extensive experience in tax transition management within the financial services industry.
• Strong knowledge of trade operations, cost basis calculations, trading systems, risk management, and compliance.
• Familiarity with tax regulations and reporting requirements related to investments, including equities, fixed income, and derivatives.
• Proven experience in managing and leading teams, with excellent communication and interpersonal skills.
• Proficiency in relevant software applications, trading systems, and tax-related tools.

We are an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.