Accounting/Tax Manager - Investment Management- Westport, CT

Westport, Connecticut Permanent USD140,000 - USD150,000 per year
  • Growth Opportunity
  • Excellent Company Culture

About Our Client

My client is a well-known investment management firm based in Westport, CT. They are a smaller and more collaborative tax team.

Job Description

Key Responsibilities:

  • Responsible for coordinating tax processes for the company's open mutual fund
  • Reviewing tax returns, work papers and K-1s
  • Work directly with third party administrators
  • Coordinating audit processes
  • Responsible for completeness & accuracy of daily/monthly/annual accounting & performance reporting for all products and accounts
  • Participate in special projects and other duties as assigned

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

  • 6-8 years of relevant experience within the space (partnership tax)
  • Bachelor's or Master's in Accounting required
  • CPA strongly preferred
  • Big 4 or private background preferred
  • Strong and effective communicator

What's on Offer

  • Competitive Base Salary / Bonus
  • Health/Vision/Dental insurance
  • Generous PTO and paid holidays
  • Excellent Benefits
  • 401k
  • Must be comfortable with 5 days/week in office
Kristin McDermott
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Job summary

Sub Sector
Tax In House
Financial Services
Contract Type
Consultant name
Kristin McDermott
Job Reference