TAX Manager

What's the role?

Gen II is seeking a Tax Manager to join our growing team of professionals. You will be actively involved in the tax compliance services for client engagements including, private equity funds, private equity fund of funds, SBIC funds and family office private equity programs.

What you'll be doing

Obtain a detailed understanding of the client's partnership agreement(s) and how to apply it to deliverables, including creating and reviewing tax carried interest computations
Review and validate Forms W-8BEN, W-8BEN-E, W-8EXP and W-8IMY to properly administer treaty claims for reduced U.S. withholding tax
Review federal and state tax returns and associated workpapers
Calculate quarterly estimated tax payments
Research and respond to various client and tax authority requests
Meet ad-hoc tax compliance requests from clients and partners/ investors
Review responses to state and federal tax notices
Coordinate with external auditors and tax reviewers
Progressive responsibilities to include supervision, training and evaluation of accounting staff and first level review of all tax workpapers and deliverables
Other assigned projects

Required Experience:

Bachelor's or master's degree in accounting (150 credit-hours minimum)
4+ years of experience
Understanding of U.S. partnership taxation
CPA candidate
Proficiency with Microsoft Office applications
Ability to multi-task and meet deadlines
Strong work ethic
Excellent verbal and written communication skills
Strong organizational and analytical skills
Thrive independently and as part of a team

Desired Experience:

CPA certification
Advanced degree such as Masters in Taxation, JD, and/or LLM
Understanding of U.S. international taxation rules associated with ECI, Branch Profits Tax, FDAP, FATCA and FIRPTA
Understanding of U.S. corporate taxation
Prior supervisory experience
Private equity work experience
Tax work experience with an emphasis in partnership and/ or international tax matters
Proficiency with Thomson Reuters GoSystem

The salary range for this position is $120,000 - $160,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate's experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States.

https://gen2fund.com/candidate-privacy-statement/

Gen II Fund Services LLC

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