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This role requires a CPA with strong exposure to complex, multi-tiered investment partnerships with a focus on international and Sub-chapter K. The ideal background is a candidate who works or has worked in public accounting with solid exposure to all aspects of federal taxation.
Job Responsibility:
Oversee preparation and review of all investment funds’ tax workbooks, tax financials, Schedule K-1s, tax returns, and extensions within a master-feeder fund structure - Federal and State
Research tax issues, tax attributes of current and potential investment vehicles, and tax consequences to investment funds whether domestic or international
communication and recommendation to portfolio managers and analysts based on research performed
Monitor and track the income associated with pass-through type investments and obtaining income estimates as necessary
Collect and review all Schedule K-1’s for reportable transactions and state filing requirements
Keep apprised of new and proposed tax laws and their impact on the investment funds and management companies
Assist in preparation of tax work papers, tax returns, extensions, and payments for all management companies
Prepare management companies’ tax calculations and partner allocations quarterly and annually to ensure accurate and timely payments
Develop and improve tax compliance procedures/policies/controls consistent with best industry practices
Manage ASC 740 for publicly traded entities
Review foreign entities (forms 5471 and 8865)
Requirements:
Strong academic credentials
Strong organizational skills
Ability to work efficiently and effectively in a team atmosphere or independently
CPA certification required
Minimum of five years experience in public accounting tax services with an emphasis in financial services and partnership taxation
Bachelor’s degree in Accounting required
Master’s in Taxation strongly preferred
CPA designation or law degree essential
Experience working in Big 4 tax firms mandatory
Extensive knowledge of investment management company tax regulations
Proficiency in accounting software systems such as CCH ProSystem Fx and CaseWare
Strong analytical and problem-solving skills with attention to detail
Excellent communication and leadership abilities
Ability to handle multiple priorities and deliver results under tight deadlines
What we offer:
Access to top jobs
Competitive compensation and benefits
Free online training
Medical, vision, dental, and life and disability insurance available to contract/temporary professionals
Eligibility to enroll in company 401(k) plan for hired contract/temporary professionals