3-5 years of relevant experience in tax compliance and research
Strong knowledge of partnership tax accounting rules, especially for hedge funds
Team player committed to high-quality, detailed work
Strong client interaction skills with good executive presence
Self-starter capable of managing multiple priorities
Responsibilities
Review and prepare yearly tax filings for various funds
Perform security analysis and calculate Fund tax adjustments
Review and prepare complex partner tax allocations
Assist Fund Administration with day-to-day tax issues
Communicate with federal and state tax authorities as needed
Research tax treatment of complex financial instruments
Assist in tax planning and structuring for new and existing Funds
Benefits
Comprehensive health and wellness programs
Flexible work arrangements
Professional development opportunities
Collaborative and supportive work environment
Access to cutting-edge tax technology and resources
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.
