Funds US Tax Associate Accountant

• Collect financial and other information from the client or internal administration teams
• Prepare tax workpapers including allocations and all tax related information for the tax year
• Coordinate the work with interns and other internal resources for the clients assigned
• Prepare federal and state tax returns using tax prep software and file with the required taxing authorities
• Gather and analyze financial information from underlying portfolio companies for purposes of US filings – PFIC, CFCs, 926 forms, etc.
• Prepare and manage 1099,1042, and FATCA/CRS reporting
• Prepare tax basis calculations for partnership interests and PFICs
• Develop relationships with client management and effectively and timely communicate engagement status
• Identify and perform/review US withholding tax requirements relating to income allocations to foreign and tax-exempt recipients
• Respond to tax authority requests & resolve tax notices
• Respond to limited partners’ tax inquiries or ad-hoc requests
• Research domestic and foreign tax reporting issues
• Thoroughly review work completed prior to sending to supervisor for review
• Contact clients for information requests and provide information and completed tax returns
• Participate in, and lead, department improvement teams
• Other projects as required

• Bachelor’s degree in Accounting required
• Microsoft Suite experience, including use of Excel
• Highly organized and proactive, with follow-through on commitments
• Personal and professional integrity
• Strong work ethic, responsiveness and passion for customer service and quality
• Excellent team player and good interpersonal skills
• Able to handle multiple tasks and prioritize accordingly
• Good oral and written communication skills
• Ability to follow instructions and receive feedback and review comments on work prepared
• Tax experience or education required

Alternative Investment tax experience preferred, not required

• Support for professional accreditations
• Flexible arrangements, generous holidays, plus an additional day off for your birthday
• Continuous mentoring along your career progression
• Active sports, events and social committees across our offices
• 24/7 support available from our Employee Assistance Program
• The opportunity to invest in our growth and success through our Employee Share Plan
• Plus additional local benefits depending on your location