VP of Tax, Investment Company at , Boston, MA
Our client is a world class financial service investment company looking to bring on board a VP of Tax to be a lead and be a “go to" person in this group. Our client offers tremendous growth opportunities, the ability to be seen by top executives and a very competitive compensation package.
Responsibilities include:
- Lead assigned client(s) tax activities and provide review and guidance with regards to the preparation of:
- Perform research regarding special projects to allow for the practical application of tax concepts (i.e. master feeder, PFIC identification calculations, REMIC calculations etc).
- On a periodic basis, assume the role of point person for operational issues when the tax manager is working on various tax related projects.
- When necessary, perform a review of the IRS regulated investment company (RIC) qualification tests and provide guidance under IRC section 852.
- Develop managers, supervisors and staff through technical training.
- Conduct semi-annual performance reviews for supervisors by providing timely and concise feedback. This process includes developing clear objectives and a development plan for each supervisor to follow.
- Participate in client (current and prospective) presentations explaining our business in greater detail and providing insight regarding the tax reporting process.
- BS in Accountancy or Finance is required.
- CPA or MST is required.
- 10-15 years of RIC Tax experience required.
- Managerial experience required.
- Big four tax accounting experience or service provider experience is a plus but NOT required.
- Tax concepts, i.e. mergers and acquisitions, ftc limitations etc);