Tax Accountant

Position Overview:

This newly created position will assist the Tax Manager in all areas of tax compliance in a complex structure and tax environment, working on a diverse set of projects, involving:

  • Federal, State and Foreign tax matters

  • Fund, General Partner and Management Company entities

  • Partnerships, LLCs and Corporations

Specific Responsibilities include:

  • Tax Return Preparation- assist in the management of the tax return preparation process for roughly 200 entities

  • Work with the Tax Manager, Finance Manager and Assistant Fund Controllers as needed to obtain the necessary information related to investment structures and portfolio companies to ensure proper tax treatment and reporting.

  • Work with the Tax Manager to:

    • Evaluate opportunities for improving our current tax processes

    • Coordinate the tax engagement

    • Review Big 4 tax preparer’s engagement letter for completeness and reasonableness of fees; review of related billings

  • For pass-through portfolio company investments, assist with reviewing the allocation of income and calculation of tax distributions to ensure conformity with the provisions of the partnership agreements

  • Respond to partners with K-1 questions and/or requests for additional tax disclosure

  • Calculate required FDAP withholding on Fund and General Partner distributions

  • Assist with FATCA and CRS analysis and filings

  • Review Report of Foreign Bank and Financial Accounts filings

Job #9529

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