Job
Description
You will be responsible for the preparation and review of Federal tax returns and other informational forms for US based Investment Partnership Clients in the Private Equity (PE), Hedge Fund (HF), Real Estate (RE) sectors. This includes specific tasks such as Private Equity, Hedge Funds, or Real Estate specific Book to Tax analysis, Taxable Income Calculations, partner allocations, and understanding Hedge Fund revaluation accounts. Additionally, you will work on real estate, hospitality, and construction industries, including depreciation calculations. You will also handle various Hedge Funds book to tax adjustment/reclasses like Wash sales, PFIC, Straddle, Sec 1256/988, Dividend (QDI) etc., as well as international tax filings such as PFICs, CFCs, and foreign information reporting. Your responsibilities will also include reviewing ECI, FDAP, Foreign Withholding Information, debt vs. equity analysis, UBTI, and other analysis required in a private equity fund. Proficiency in Tax Compliance tools like Go System is essential. You will be required to assist team members with electronic filing packages, manage engagement budgets and workflow, develop and manage the team, and interact with client management team to gather information, resolve tax-related problems, and make recommendations for business and process improvements. Additionally, you will support Engagement Manager in pursuits, proposals, and engagement reporting. Qualifications: - Minimum bachelors degree from reputable universities with excellent academic results, majoring in Accounting or Finance - 3 to 12 years of relevant experience in a similar role, preferably in a Big 4 Firm - Strong tax accounting skills with proficiency in Tax compliance - Proficiency in Microsoft Office software programs, including spreadsheet programs (i.e. Excel) - Excellent project management, analytical, interpersonal, oral and written communication skills - Strong experience in people management - CPA/EA will be a plus. You will be responsible for the preparation and review of Federal tax returns and other informational forms for US based Investment Partnership Clients in the Private Equity (PE), Hedge Fund (HF), Real Estate (RE) sectors. This includes specific tasks such as Private Equity, Hedge Funds, or Real Estate specific Book to Tax analysis, Taxable Income Calculations, partner allocations, and understanding Hedge Fund revaluation accounts. Additionally, you will work on real estate, hospitality, and construction industries, including depreciation calculations. You will also handle various Hedge Funds book to tax adjustment/reclasses like Wash sales, PFIC, Straddle, Sec 1256/988, Dividend (QDI) etc., as well as international tax filings such as PFICs, CFCs, and foreign information reporting. Your responsibilities will also include reviewing ECI, FDAP, Foreign Withholding Information, debt vs. equity analysis, UBTI, and other analysis required in a private equity fund. Proficiency in Tax Compliance tools like Go System is essential. You will be required to assist team members with electronic filing packages, manage engagement budgets and workflow, develop and manage the team, and interact with client management team to gather information, resolve tax-related problems, and make recommendations for business and process improvements. Additionally, you will support Engagement Manager in pursuits, proposals, and engagement reporting. Qualifications: - Minimum bachelors degree from reputable universities with excellent academic results, majoring in Accounting or Finance - 3 to 12 years of relevant experience in a similar role, preferably in a Big 4 Firm - Strong tax accounting skills with proficiency in Tax compliance - Proficiency in Microsoft Office software programs, including spreadsheet programs (i.e. Excel) - Excellent project management, analytical, interpersonal, oral and written communication skills - Strong experience in people management - CPA/EA will be a plus.
