We are looking for an ambitious and self-motivated Tax Accountant to work in a growing private equity group. The responsibilities will include preparation and support for all aspects of tax compliance for multiple funds and entities. The position may also support the accounting practices, assist with financial strategies, financial reporting as well as planning and forecasting. Ideally, the candidate should have strong analytical, technological, communication, detail and organizational skills. This position will report directly to the CFO.
Responsibilities
Private Equity Tax Management
Prepare tax returns and supporting documentation for several entities in Partnership taxation (1065) and C Corporation taxation (1120)
Federal and state tax returnsEstimated tax paymentsBasis schedulesInformation tax reporting for 1099s and 1042s
Maintain and review Quickbooks accounting package
Knowledge and proficiency with tax software (preferably UltraTax)
Other responsibilities may include:
Fund structure evaluation and diligence, including but not limited to:
Current portfolio investmentsNew portfolio investmentsCreate or review various financial modelsFund management and quarterly reporting
Performance evaluation of total assets
Examine and assess current economic and market trends
Maintain banking relationships
Management of debt/credit facilities across all funds
Qualifications
Education and Experience
3+ years experience in tax compliance – preferably partnership taxation (1065)Preferred knowledge of foreign ownership of partnership interests (i.e. 1042s, FDAP and ECTI)Bachelor’s degree in Finance, Accounting, or BusinessCPA certification or working towards certification
Skills
High-level attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlinesExcellent analytical and organizational skillsExcellent verbal and written communication skillsAbility to work autonomously and perform well under pressureAbility to deal with sensitive and confidential informationAbility to work in an entrepreneurial environmentStrong negotiation and decision-making skillsUp-to-date knowledge of current financial and accounting practicesProficiency in Microsoft Office suite of productsStrong Excel skills are a must Read Less