Tax Manager

Gen II Fund Services LLC

$120K — $160K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or master's degree in accounting (150 credit-hours minimum)
  • 4+ years of experience in tax-related roles
  • Understanding of U.S. partnership taxation
  • CPA candidate status
  • Proficiency in Microsoft Office applications
  • Ability to multi-task and meet deadlines
  • Strong work ethic with excellent communication skills

Responsibilities

  • Obtain and apply details from client's partnership agreements to tax deliverables
  • Review and validate forms for U.S. tax treaty claims
  • Review state and federal tax returns and workpapers
  • Calculate quarterly estimated tax payments
  • Respond to client and tax authority inquiries
  • Meet ad-hoc tax compliance requests from clients
  • Supervise and train accounting staff, reviewing all tax deliverables

Benefits

  • Comprehensive benefits package
  • Discretionary bonus opportunity
  • Hybrid work arrangement (2 days in office, 3 days remote)
  • Work with one of the largest global independent private equity fund administrators
  • Opportunity to be part of a highly experienced team in the industry
Full Job Description
Gen II is seeking Tax Managers 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 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


Qualified candidates will possess the following experience and qualities:

Required attributes:

  • 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 attributes:

  • 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 two (2) days a week in our office and three (3) days remotely.

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