Bachelor's or master's degree in accounting (150 credit-hours minimum)
4+ years of experience in tax compliance
Understanding of U.S. partnership taxation
CPA candidate status required
Proficiency in Microsoft Office applications
Strong organizational and analytical skills
Excellent verbal and written communication skills
Responsibilities
Obtain detailed understanding of client partnership agreements for deliverables
Review and validate various tax forms for treaty claims
Review federal and state tax returns and workpapers
Calculate quarterly estimated tax payments
Research and respond to client and tax authority inquiries
Meet ad-hoc tax compliance requests from clients
Coordinate with external auditors and tax reviewers
Benefits
Comprehensive benefits package
Discretionary bonus
Hybrid work schedule (3 days in office, 2 days remote)
Full Job Description
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. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.
