• Tax Managers in our Mutual Fund Tax practice perform a high-level of tax research, regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests.
  • In addition, they motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax seniors, and they begin taking on lead client contact roles on engagements.
  • They have extensive technical experience, have developed reputations in a given service line, and are involved in sales and marketing activities.
  • They attend required training and facilitate at least one engagement-specific training and one national training per year.


  • 4 or more years of public accounting experience (at least 3 years in Investment Management) or equivalent in law firms or industry
    CPA, Enrolled Agent, or other appropriate certification required (or in process of obtaining).
  • Bachelor’s degree in Accounting, Finance, or other business related field.
  • Advanced Degree preferred: MST, MAcc, JD or LLM.
  • Prior Big 4 experience a plus.
  • Experience reviewing partnership and/or trust documents required.
  • Experience with managing projects including scheduling, budgeting, client correspondence and billing.
  • Strong communication, interpersonal, and organizational skills.
  • Excellent research and writing skills.
  • Knowledge of fund accounting and general ledger accounting a plus.
  • Some travel may be required.

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