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Tax Senior Manager - Asset Management, Broker Dealer

Company: Moss Adams LLP
Location: Pasadena
Posted on: September 18, 2023

Job Description:

Tax Senior Manager - Asset Management, Broker Dealer ( Job Number: 25611 ) Employee Status : Regular Schedule : Full Time Primary Location : Pasadena, CA Other Locations : Woodland Hills, CA, El Segundo, CA Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. Introduction to the team Tax Services' teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities:

  • Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections.
  • Effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard.
  • Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client's management to understand the broader impact of current decisions and possible solutions.
  • Evaluate skills and develop Managers, Seniors and Staff in client engagement management and technical expertise in individual, trust, partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax audits.
  • Develop and execute a business development plan which includes networking, new client development and client expansion activities. -Qualifications:
    • Bachelor's degree in accounting or related field required; Master's degree in Taxation preferred
    • Minimum of 7 years of related experience
    • Previous experience in a public accounting firm preferred
    • CPA or Bar License -required
    • Minimum of 4 years supervising and training experience
    • Subject matter expert in corporate, partnership, individual or trust and estate taxation required; prior experience working with large, multi-state, internationally active middle-market clients preferred
    • Proven market facing skills required to develop new business and sustain existing excellent client relationships
    • Must have visibility and recognition within your industry specialization and in your local market
    • Proven success managing multiple client engagements
    • Excellent written and verbal communication and interpersonal skills Here, you'll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That's why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you. Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law. - Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact California, Colorado, NYC, and Washington require employers to disclose the pay range in job postings. This is the typical range of pay for the position; however, actual pay may vary based on experience, skillset, and location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our -careers -page. Compensation Range : Compensation range for California State (Excluding Greater Bay Area): $145,000 - $235,000

Keywords: Moss Adams LLP, Pasadena , Tax Senior Manager - Asset Management, Broker Dealer, Executive , Pasadena, California

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