The purpose of this position is to assist in the tax compliance and reporting function for a large private equity fund. Responsibilities of this position include the review and submission of Schedule K-1s and tax returns prepared by outsourcing firms. Additional responsibilities include tax research for issues related to the fund, as well as responding to tax notices and audit and investor questions as necessary.
Review accounting data, financial reports, and supplemental information to be provided to outsourcing firms and identify omissions and potential issues
Review tax returns and work with outsourcing firm to resolve issues related to the tax treatment or presentation of particular items
Review Schedule K-1s and attached schedules to be delivered to investors for completeness, accuracy, and consistency
Review tax returns prepared by outsourcing firms for completeness and accuracy, and analyze and research any issues in connection with the preparation of tax returns
Coordinate filing and storage of tax returns
Assist with tax payments
Research tax issues and document conclusions
Assist with compliance for global reporting regimes
Assist in preparing and reviewing tax forms
Assist with federal and state tax audits and tax notices
Assist with preparing responses to investor questions and other special projects
Required Knowledge, Skills and Abilities:
Strong quantitative skills and demonstrated analytical and problem solving ability
High attention to detail and accountability in analytical assessments
Excellent interpersonal skills, including ability to communicate clearly and concisely both orally and in writing with all levels of management
Hard-working, detail oriented and committed to producing great end results
Ability to thrive in a fast paced, rapidly changing work environment with many competing priorities
Self-starter with the ability to multi-task
Ability to work in a dynamic, deadline-driven environment
Ability to work autonomously and as a member of a team
Strong organizational skills
Develops and drives accountability for self and others
Strong customer/client focus with the ability to provide a superior customer/client experience and build long-term relationships
Demonstrates professional maturity that represents the organization’s image
Associate’s Degree or Bachelor’s Degree in Accounting preferred
Minimum of 2 years work experience in federal and state tax
International and/or partnership experience
Prefer experience in private equity and/or hedge fund tax
Prefer some tax experience with Big Four firm
Proficiency in Word, Excel, Outlook, and PowerPoint (Microsoft Office Suite)
Intermediate/Advanced Excel knowledge, including ability to summarize data via formulas, lookups, Pivot Tables, conditional formatting, etc.
This job operates in a professional office environment
This position generally requires 40 hours per week, but hours may vary depending on business activity
This position does not require travel.
Desired Organizational Competencies:
Accountability - Demonstrates a commitment to and responsibility for accomplishing individual, team and business objectives.
Drive - Consistently achieves challenging goals/objectives, and demonstrates an ability to create value and maximize results.
Planning - Identifies business needs, problems and risks proactively, and develops well founded plans that specify strategies, actions/solutions, risk mitigants and desired results.
Critical Thinking / Judgment - Commits to an action after developing alternative solutions that are based on logical assumptions and factual information and that take into consideration resources risks and organizational values.
Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment.
Communication Skills - Proactively communicates in the appropriate medium with clarity and focus at the right level to ensure delivery has the appropriate impact.
Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members.
Team Work - Fosters collaboration among team members and business partners, and uses capabilities to achieve team goals.