Job DescriptionAs part of the Tax Team, the Senior Associate will be involved with the tax reporting processes and client relationships with our hedge fund/private equity clients. The position will include interaction with global offices and clients.
Responsibilities- Preparation of partnership tax allocations using the aggregate methodology
- Preparation of monthly tax compliant trial balances
- Provide U.S. tax analysis of transactions including, but not limited to the following:
- Wash sales analysis
- Section 1256 analysis
- Holding period analysis (long-term vs. short term)
- Constructive sales (section 1259)
- Straddles (section 1092)
- Original issue discount (OID)
- Market discount
- Treatment of derivatives (e.g., notional principal contracts, options, forwards, futures)
- Unrelated business taxable income (UBTI)
- Liaising with client's external tax advisors
- Maintaining a high-level of attention to client relationships
- Special projects
Pre-Requisite Knowledge, Skills, and Experience- Completed a bachelor's degree with a major in Accounting
- 2+ years of experience in relevant position
- Must be eligible to take the Uniform CPA Examination (CPA designation a plus)
- Candidates must be proficient in Excel and Word
- Must be detailed with paper work and organized
- Punctual, meticulous and reliable
