Manager/Sr Manager of Tax Advisory

Manager and senior manager of tax advisory – manager 145-170k, senior manager/associate director – 190-235k – Global Investment Bank

THE ROLE – Sr. Manager (associate director), Tax Advisory – Americas

This role will be part of the Tax Advisory group in NY which offers diverse exposure to US federal and international tax issues working on new transactions and businesses across the Investment Group

  • Work closely with business units and other members of the Tax team globally
  • Work closely with the executives from the Business Units at both junior and senior levels
  • Work closely with Business Unit finance teams
  • Work closely with the Tax  Reporting and Finance teams

CLIENT CONTACT/ RELATIONSHIPS

  • Brief external tax advisors in order to obtain written advice and opinions
  • Part of a NY-based team that covers the Americas, ex-Canada
  • Regular exposure to other members of Group Tax globally.

KEY RESPONSIBILITIES

  • Providing federal tax support in relation to transactions by or within the  Group involving the Americas Region.  This will include the following:
  • Supporting and working with senior members of the Tax Advisory Group on both business unit issues and transactions and central tax issues
  • Covering specific business units as Tax Advisory’s representative
  • Researching a broad range of substantive tax issues, including consolidated return rules, international tax (with a focus on inbound), subchapter C and addressing questions from the business and the Tax Reporting Team relating to substantive tax issues
  • Preparation of internal memoranda regarding tax analysis and tax positions
  •     Liaise with the business areas and Tax Reporting and Finance teams in relation to various transactions and central tax issues that arise on a day-to-day basis
  • Working with external advisors on transactions and obtaining local (non-US) tax advice related to the Americas (excluding Canada)
  • Communicate and liaise with other global tax members on new balance sheet transactions involving cross border dealings
  • Assist with responding to revenue authority queries where required in audit
  • Assist with decision support regarding tax attributes and tax capacity
  • Assist in the review and preparation of statements and notices
  • Review US tax returns in relation to technical positions taken
  • Review and negotiate the tax provisions in ordinary course business agreements (loan agreements, purchase agreements, GMRAs, ISDAs, etc.)

KEY SKILL REQUIREMENTS

Business Knowledge

  • Demonstrate broad commercial knowledge, which extends to the financial services industry
  • Ability to develop and maintain strong internal client relationships with business unit executives and external relationships with advisors
  • Ability to respond to internal and external tax questions in a timely and professional manner
  • Ability to form a technical view and make timely decisions, within the parameters set for the role, and discuss those views with senior members of the Tax Advisory Team
  • Demonstrate a commercial focus
  • Ability to explain complex concepts to non-tax business professionals and other stakeholders

Technical Specialist Skills

  • Federal income tax knowledge reflective of 5-7 years of experience
  • Quantitative and Excel spreadsheet skills
  • Superior research skills

Planning & Organizing

  • Well-organized and able to coordinate multiple assignments and successfully manage work plans
  • Actively take responsibility and ownership for corporate tax technical issues impacting the Group
  • Open communication of issues to his/her Manager and the Americas Head of Tax
  • Ability to support other Tax Division members globally when situations arise to ensure requirements and goals are met
  • Flexible approach to process change

QUALIFICATIONS & BACKGROUND

  • University degree.  Preference is for candidates with a law degree, but strong candidates with an accounting degree will also be considered (particularly if they have also completed a Masters of Tax).

 

Contact A Stan Hamlet Associate: 212.685.4884

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