The Investment Management Group provides tax consulting and compliance services to many of the world's largest mutual funds, common trust funds, limited partnerships, hedge funds, pension funds, annuities, trusts and industry service providers.
Position/Program Requirements
Minimum Years of Experience: 8
Minimum Degree Required: Bachelor's degree in Accounting
Certification(s) Required: CPA, Enrolled Agent or Member of the Bar
Knowledge Preferred:
Extensive knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds.
Thorough knowledge of structuring of funds and fund management companies to best limit tax liability.
Considerable knowledge of alternate investment strategies and vehicles.
Skills Preferred:
Extensive technical skills, including partnership tax Forms, including K1 and M1.
Thorough experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection.
Thorough experience as a team leader: leading teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation.
Numbers & Facts
Location
Manhattan Beach,, CA
Skills
Accountingunmatched
Annuitiesunmatched
Bar Membershipunmatched
Budgetingunmatched
Certified Public Accountant (CPA)unmatched
Coachingunmatched
Consultingunmatched
Credit and Collectionsunmatched
Customer Relationsunmatched
Equity Securitiesunmatched
Fund Managementunmatched
Hedge Fundsunmatched
Investment Managementunmatched
Investment Strategyunmatched
Mutual Fundsunmatched
Needs Assessmentunmatched
Negotiation Skillsunmatched
Persuasion Skillsunmatched
Private Fundingunmatched
Requirements Managementunmatched
Resolve Customer Issuesunmatched
Retirement Fundsunmatched
Salesunmatched
Tax Regulationsunmatched
Team Lead/Managerunmatched
Venture Capitalunmatched
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