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About the role

Overview: In this Senior Manager role, you guide client strategies on tax compliance and advisory within financial services real estate. You’ll lead cross-border engagements, optimize tax structures, and analyze financial trends to inform planning. You’ll mentor teams, foster collaboration, and drive innovative tax solutions in a client-facing context. This position sits at the intersection of tax, strategy, and cross-border execution, contributing to the firm’s emphasis on ethics, excellence, and technology-enabled service. Compensation / Benefits medical dental vision 401k holiday pay vacation
Responsibilities: Lead tax compliance and advisory projects for financial services clients focusing on real estate Advise on local and international tax obligations and optimal structuring Manage cross-border engagements and navigate complex regulatory environments Develop and implement strategic tax planning initiatives Draft and review tax documents ensuring regulatory compliance Analyze financial statements to provide tax insights and recommendations Build and maintain strong client relationships Coach and mentor team members to grow technical skills Collaborate with diverse teams to deliver comprehensive tax solutions Contribute to development of innovative tax services in asset and wealth management
Key requirements: Bachelor's degree (minimum) 6+ years of experience CPA, Bar admission, or other qualifying tax/finance credentials Analytical thinking Relationship-building with stakeholders Coaching and mentoring Corporate tax planning and strategy Cross-border tax engagements Tax compliance and advisory for financial services

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JOB OVERVIEW

Experience level

Manager

Location

Burlington, IA

Occupation

Accountants and Auditors

Industry

Administrative Management and General Management Consulting Services

Posted

today

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