Investment Director, Tax Strategy Texas

Full time
Based on experience
texas 08/03/2019   Full time Based on experience

Primary Responsibilities:

 

  • Generally, in conjunction with the Managing Director, Tax Strategy, work with investment teams, as well as colleagues in Research, Business Development, Legal, and Operations, to serve as an internal and external resource in matters relating to tax (including income tax, transfer tax, and international/cross-border tax), securities regulation, investment vehicle selection, and compliance

  • Partner with investment teams and others to ensure thorough understanding of tax, vehicle, and similar considerations when onboarding and serving new and existing clients

  • Partner with research teams and others to obtain, summarize, and disseminate helpful tax and vehicle information regarding specific investment strategies, managers, and funds

  • Develop and maintain ongoing knowledge of tax, regulatory, compliance, and other matters relevant to C|A clients (including outside the U.S., as needed for regions of business growth), as well as updates, databases, quantitative analyses, research content, and other resources for internal and external use

  • Support the development of publications and other client-ready materials outlining C|A’s perspective on tax and similar matters impacting private clients and their investments, as well as internal materials and presentations for colleagues

  • In conjunction with investment teams and others, serve as an external resource for clients and their advisors, as circumstances and client needs warrant, and participate in business development efforts


     

    Qualifications

  • J.D. with at least three to five years of experience as a tax, investment, securities, and/or funds attorney (or as an attorney in trusts and estates or other fields, but with substantial exposure to tax, investment, securities, or fund matters), plus strong ability to acquire and develop additional knowledge and expertise in these areas and in investment areas, as needed

  • Ability to work, communicate, and interact with colleagues and external contacts in an effective and professional manner

  • Ability to assume responsibility for multiple projects and resolve them effectively with minimal supervision

  • Ability to deal discretely with sensitive, confidential information concerning clients and corporate affairs

  • Strong writing and research skills and attention to detail

  • Demonstrated problem solving, analytical, and organizational skills

  • Candidate must commit to passing the Series 3 exam within the first three months of employment
  • Must be eligible to work in the US without employer sponsorship
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