Finance and Accounting, Tax Compliance Professional

LOCATION: Hybrid work environment with both remote and in-person work schedule.  

JOB FUNCTION

The Tax Compliance Professional will have direct responsibility for hybrid private equity/hedge fund tax compliance.  The candidate should have a general background and understanding of various types of alternative investment fund structures and tax knowledge of 704(c) allocations, stuffing, tax waterfalls, wash sales, constructive sales, qualified dividend analysis, 1233 adjustments, straddles, 1256 contracts, swaps, flow through K-1s, UBTI and side pocket allocations.  Experience in State & Local taxation a plus.

The role will report into the Head of Tax Compliance.  Responsibilities may include, but are not limited to:

• Review of complex onshore tax allocations and securities adjustments for hybrid hedge fund/private equity fund.
• Review of federal/state partnership, corporate and composite tax returns.
• Review and/or Preparation of investor tax estimates and other tax reporting.
• Review of foreign and domestic SPV tax accruals, projections, and tax estimates.
• Review of tax liability holdback calculations.
• Timely response and coordination of federal and state tax notices.
• Maintain diligent tax payment and refund records.
• Work closely with accounting and outside vendors to streamline information flows and processes.
• Research and summarize tax compliance topics for the funds and special purpose vehicles as needed.

QUALIFICATIONS

The ideal candidate will have:

• Bachelor’s degree, CPA required.
• 5+ years of tax experience in public accounting or equivalent with concentration in hedge fund/private equity.
• Attention to detail and commitment to accuracy.
• Excellent analytical and problem-solving skills, including a ready ability to identify issues and errors.
• Organized, results-based approach to project management.
• Strong interpersonal and communication skills.
• Proficiency in Excel and drive to obtain maximum leverage from systems.

The ideal candidate possesses the following traits:

• Attention to detail
• Focus on efficiency
• Accountability
• Intellectual curiosity