Bachelor's or master's degree in accounting (150 credit-hours minimum)
8+ years of relevant tax experience
5+ years of supervisory experience
Strong understanding of U.S. partnership taxation
CPA certification or equivalent with active PTIN
Proficiency in Microsoft Office applications
Excellent verbal and written communication skills
Responsibilities
Obtain detailed understanding of client partnership agreements for deliverables
Review and oversee validation of various tax forms for treaty claims
Final sign-off and review of federal and state tax returns
Communicate frequently with clients and tax authorities
Coordinate with external auditors and tax reviewers
Supervise, train, and evaluate tax personnel
Lead and coach a team of tax professionals
Benefits
Comprehensive benefits package
Hybrid work schedule (2 days in office, 3 days remote)
Full Job Description
Gen II is seeking Tax Directors to join our growing team of professionals. These individuals will be actively involved in the tax compliance services noted above on multiple client engagements.
Tasks and responsibilities:
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 oversight of the validation of Forms W-8BEN, W-8BEN-E, W-8EXP, and W-8IMY to ensure proper administration of treaty claims for reduced U.S. withholding tax
Final sign-off and review of federal and state tax returns and associated workpapers
Frequent communication with various clients and tax authorities
Coordinate with external auditors and tax reviewers
Progressive responsibilities include supervision, training, and evaluation of tax personnel at several levels
Lead, direct and coach a team of tax professionals at various levels
Manage special projects, when requested
Qualified candidates will possess the following experience and qualities:
Required attributes:
Bachelor's or master's degree in accounting (150 credit-hours minimum)
8+ years of experience in the attributes
5 + years of supervisory experience
Understanding of U.S. partnership taxation
CPA certification or equivalent with active PTIN
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 attributes:
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
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 $160,000-$180,000, in addition to a 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. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely.
