Tax Manager - Funds

Leading in project management, management of tax issues, and strategic planning; Reviewing and calculating the book/tax differences and reviewing partner allocations; Reviewing calculations of market discount, OID and interest accruals; Analyzing reorganizations of underlying debt and equity investments to determine the proper tax treatment; Preparing tax packages for funds and lower-tier LLCs, including reconciling of income items and capital accounts; Providing tax estimates to Clients and General Partners; Addressing large number of Client's requests and inquiries; Analyzing withholding issues that impact partners and the partnerships' global investments; Reviewing state withholding taxes; Drafting correspondence with state and federal tax authorities; Managing audit responses and documentation for all aspects of audits; and. The candidate will work closely with other personnel in accounting, tax and IT along with our outside tax/accounting service providers to ensure that accounting, legal entity, and investor information is tax-sensitized and validated to ensure accurate tax reporting across various large global and domestic private equity, mezzanine financing, distressed debt, real estate and marketable securities partnerships.

Tax Manager - Funds

 

Responsibilities

 

The Tax Manager will be responsible for coordinating and overseeing projects and work streams designed to transform the funds tax reporting function, with an emphasis on providing real-time tax data and analytics to streamline reporting and inform decision making. The candidate will work closely with other personnel in accounting, tax and IT along with our outside tax/accounting service providers to ensure that accounting, legal entity, and investor information is tax-sensitized and validated to ensure accurate tax reporting across various large global and domestic private equity, mezzanine financing, distressed debt, real estate and marketable securities partnerships.

 

Additional responsibilities include:

 

• Leading in project management, management of tax issues, and strategic planning;
• Reviewing and calculating the book/tax differences and reviewing partner allocations;
• Reviewing calculations of market discount, OID and interest accruals;
• Analyzing reorganizations of underlying debt and equity investments to determine the proper tax treatment;
• Preparing tax packages for funds and lower-tier LLCs, including reconciling of income items and capital accounts;
• Providing tax estimates to Clients and General Partners;
• Addressing large number of Client's requests and inquiries;
• Analyzing withholding issues that impact partners and the partnerships' global investments;
• Reviewing state withholding taxes;
• Drafting correspondence with state and federal tax authorities;
• Managing audit responses and documentation for all aspects of audits; and
• Assisting in the analysis of cross-border acquisitions and dispositions to determine proper tax treatment for US purposes.

 

Qualifications

 

• 5+ years of relevant tax experience.
• Strong knowledge of general accounting, with knowledge of financial investment issues being a plus.
• The candidate must be proficient in Microsoft Excel and Word.

 

Personal Attributes

 

• The successful candidate will have outstanding initiative, an eagerness to learn and a strong work ethic.
• The candidate must be customer oriented and have excellent verbal and written communication skills.
• He/She will be self-driven, team-oriented and must possess strong integrity and professionalism.
• Familiarity with and understanding of a busy tax season.

 

Education

 

• A Bachelor's degree relevant to position, a Master's degree a plus.

 

Equal Opportunity Employer