Asset Management Tax Partner jobs in United States
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CMB Staffing Solutions · 6 days ago

Asset Management Tax Partner

CMB Staffing Solutions is seeking an Asset Management Tax Partner who will lead tax strategy, compliance, and consulting for financial services clients. The role involves developing new business, managing large client engagements, mentoring teams, and overseeing complex tax matters.

Staffing & Recruiting
Hiring Manager
Craig Bevan
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Responsibilities

Develop and execute growth strategies for the Asset Management tax practice, working with national leadership
Provide expert tax planning and consulting for complex financial services clients, building strong relationships
Generate new revenue, cross-sell services, and expand the client base
Lead engagement teams, mentor and develop junior staff, and foster future leaders
Oversee compliance and consulting on partnership tax, ASC 740 (Accounting for Income Taxes), fiduciary taxes, and international tax matters

Qualification

CPAJDTax StrategyBusiness TaxationLeadershipCritical ThinkingCommunication

Required

12+ years in business taxation, ideally with Big 4 or large national firms, focusing on Private Equity, Venture Capital, Hedge Funds, or similar investment vehicles
Bachelor's in Accounting, plus CPA, JD, or LLM required
Proven ability to manage multiple projects, strong critical thinking, excellent communication, and leadership

Company

CMB Staffing Solutions

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CMB Staffing Solutions is a boutique staffing firm specializing in the placement of Accounting, Finance, and Consulting specialists.

Funding

Current Stage
Early Stage

Leadership Team

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Craig Bevan
President & CEO
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Company data provided by crunchbase