Kaufman Rossin

Tax Financial Services Senior

Kaufman Rossin • $90K — $120K *
Brooklyn, NY 11226In-Person
Finance & Insurance
Less than 5 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • Master's in Taxation preferred
  • CPA eligibility
  • 3-5 years of relevant experience with strong tax compliance and research background
  • Strong knowledge of partnership tax accounting rules focused on hedge funds
  • Team player with commitment to high-quality work
  • Client-facing skills with good executive presence
  • Self-starter able to manage multiple priorities

Responsibilities

  • Provide tax consulting and compliance services for various fund types
  • Review and prepare yearly tax filings for Hedge Funds, Private Equity Funds, and Real Estate Funds
  • Perform security analysis and calculate Fund tax adjustments
  • Review and prepare complex partner tax allocations
  • Assist Fund Administration in resolving tax issues
  • Communicate with federal and state tax authorities as needed
  • Research tax treatment of complex financial instruments

Benefits

  • Comprehensive tax consulting exposure
  • Opportunity to work with diverse fund structures
  • Involvement in strategic tax planning and compliance
  • Engagement with attorneys and clients from the start-up phase
  • Access to a collaborative team environment
Full Job Description
How You'll Contribute:

As a Tax Financial Services Senior, you'll provide tax consulting and compliance services to hundreds of funds with U.S. and foreign reporting requirements. Our tax services help hedge funds plan strategically to minimize their investors' tax burdens, comply with regulations and meet their financial goals. We even work with clients and their attorneys in the initial start-up phase to determine the optimal fund structure to achieve goals and minimize taxes.
  • Reviewing and preparing yearly tax filings for Hedge Funds, Private Equity Funds, Real Estate Funds, and Funds' general partners and investment managers
  • Performing security analysis and calculating various Fund tax adjustments
  • Reviewing and preparing complex partner tax allocations
  • Assisting Fund Administration business on resolving day-to-day tax issues
  • Communicating with federal and state tax authorities, as needed
  • Researching tax treatment of complex financial instruments and corporate actions of Funds
  • Assisting in the tax planning for Funds, including structuring new Funds and optimizing existing Fund's tax strategies

Requirements

What Skills You'll Bring:
  • Master's in Taxation preferred
  • CPA eligibility
  • 3-5 years of relevant experience with strong tax compliance and research background
  • Strong knowledge of partnership tax accounting rules (with a focus on hedge funds)
  • Team player and a commitment to high-quality, detailed work
  • Ability to deal with clients and possess a good "executive presence";
  • Self-starter with the ability to deal with multiple priorities


How You'll Stand Out:
  • Experience in the financial services industry
  • Excellent communication skills, both verbal and written
  • Ability to work overtime during peak times


Benefits

About Kaufman Rossin

Kaufman Rossin is an accounting and consulting firm that provides services to clients in various industries, including healthcare, real estate, financial services, and not-for-profit. The company was founded in 1962 and is headquartered in Miami, Florida. Kaufman Rossin offers a range of services, including audit and assurance, tax planning and compliance, risk management, and technology consulting. The company has additional offices in Fort Lauderdale, Boca Raton, and New York City.
Learn more about Kaufman Rossin
Size
400 employees
Industry
Legal & Accounting
Net Income
$15 million
5 Year Trend
+10%
Revenue
$70 million
* Ladders Estimates

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