Home
/
Comprehensive
/
Tax Senior Manager - Asset Management, Broker Dealer
Tax Senior Manager - Asset Management, Broker Dealer-April 2024
Woodland Hills
Apr 2, 2026
About Tax Senior Manager - Asset Management, Broker Dealer

  Tax Senior Manager - Asset Management, Broker Dealer

  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

  Proven experience in asset management, broker dealer

  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 [email protected].

  Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. 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.

  #LI-KS1

  Compensation Range (Denver Market ONLY): Compensation range for California: $131,000 - $260,000

  Primary Location Pasadena, CA

  Other Locations Woodland Hills, CA, El Segundo, CA

  Employee Status: Regular

  Schedule: Full Time

  Req ID: 26433

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Embedded Software Engineer Staff (LMES)
Description: Lockheed Martin’s Enterprise Technologies (eTech) organization shapes, develops, and matures technologies and capabilities at customer speed to help realize our 21st Century Security vis
Dir-Sales & Marketing
Additional Information Nekajui, a Ritz-Carlton Reserve Job Number 24013260 Job Category Sales & Marketing Location CALA Regional Office, 1200 S. Pine Island Road, Plantation, Florida, United Stat
Senior Counsel
Senior Counsel - LA06AE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to ach
QC Manager
Overview: Universal Engineering Sciences (UES) has an opening in our Construction Services Department. UES is a nationwide leader in Geotechnical Engineering, Construction Materials Testing and Inspe
Senior Data Engineer
Job Description Join the Oracle Cloud Infrastructure Team! We are seeking a Data Engineer to work on the development of Demand Planning and Supply Fulfillment applications. As a Data Engineer, you wi
Corporate Concierge and Lifestyle Professional
About Circles Culture: The Circles culture is an inclusive environment that encourages self-expression and individuality. Creating a space for open communication, respect and job development, empower
Pharmacy Typist
Job Description: Customer Experience Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a pos
Biomed Technician III
Primary City/State: Tucson, Arizona Department Name: AZ Biomedical Repair&Maint-Med Work Shift: Day Job Category: Clinical Support Good health care is key to a good life. At Banner Health, we und
Security Officer
Allied Universal®, North America’s leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workp
Shift Leader
The Wolak Group is currently hiring for a Shift Leader to join our network! We are an established Dunkin’ Franchise with 90+ locations and growing. Nothing makes us happier than providing our guests
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved