Job Summary
A financial services company is in need of a Remote Tax Transition Manager.
Core Responsibilities of this position include:
- Leveraging tax transition and tax management expertise to play a significant role in the initiative to develop the company’s tax management offerings
- Managing analyst(s) with responsibility for implementing timely and accurate trading and management of accounts
- Being accountable for improving processes and controls over time
Position Requirements Include:
- Bachelor’s Degree or equivalent experience
- 3-5+ years of tax management, tax transition, or related securities industry experience
- Knowledge and Deep understanding of client tax management considerations, asset transition trade-offs
- Familiar with tax transition and/or portfolio management systems used for tax optimization analysis
- Familiar with tax harvesting and tax overlay services
- Comfortable with ambiguity in an evolving role in a growing organization
