Tax Manager - Wealth and Asset Management - FSO- British Virgin Islands
EY
- British Virgin Islands
- Permanent
- Full-time
- Strong technical knowledge in the asset management tax area
- Ability to analyse trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues
- The ability to teach or assist with firm in-house trainings
- Build impactful relationships with new and existing clients and maintain relationships with firm leadership
- Create a positive and trusting environment where team members know each other and feel a part of their team
- Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary
- Managing multiple work assignments and deadlines
- A bachelor's degree in an accounting, finance or a business discipline, and a minimum of 5 years of relevant tax experience; or an advanced degree in tax or law and a minimum of 4 years of relevant tax experience
- A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification is required
- The ideal candidate would have experience serving clients in the wealth & asset management industry, which may include mutual funds, hedge funds, private equity funds or other investment vehicles
- Broad exposure to federal income taxation and exposure to state and local tax
- Willingness to travel as needed, and working in a balanced hybrid environment
- Excellent managerial, leadership, organizational, and verbal/written communication skills
- Demonstrated skills in mentoring and training others
- A thorough understanding of building client relationships
- Continuous learning: You'll develop the mindset and skills to navigate whatever comes next.
- Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way.
- Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs.
- Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs.