Senior Tax Accountant

Our investment firm client is seeking a Senior Tax Accountant to join their organization!

Why should you explore this Senior Tax Accountant role?

• Work life balance is important here! True 40 hour work week with a hybrid schedule!
• Amazing compensation package - LTI, competitive salary, 95% MDV paid!
• Growth opportunities - this organization believes in development, mentorship and promotions from within!

Primary Responsibilities of the Senior Tax Accountant:

• Manage international, federal, state, and local tax compliance.
• Collaborate with external "Big 4" tax advisors.
• Prepare estimated tax projections, tax-related communications, and tax provisions for blocker corporations.
• Handle tax filings, including Forms W-9/W-8, EIN applications, and 1099 reporting.
• Review K-1s, tax returns, and partnership income allocations.
• Assist with federal/state tax payments, tracking, and registration of new accounts.

• Assist with IRS and state agency audits, inquiries, and tax notices.
• Ensure compliance with FATCA, CRS, CT Corp, and Corporate Transparency Act requirements.

• Enhance processes, policies, and procedures.
• Document investment-specific compliance issues and reporting positions.

• Support FBAR, Business Personal Property Renditions, Fixed Assets, Transaction Cost analysis, USRPHC analysis, and Aircraft Disallowance calculations.
• Prepare IRS forms such as 8832 and 8937.

• Draft responses to tax inquiries from limited partners and co-investors.
• Coordinate tax data collection from portfolio companies.

• Contribute to additional analyses and assignments as needed.

Qualifications for the Senior Tax Accountant:

• Bachelor's degree in Accounting or Tax from an accredited university required.
• CPA certification or candidacy is required.
• Minimum of 2 years of experience in public accounting.
• Experience with partnership accounting and tax compliance is preferred; corporate tax experience is a plus.
• Proficient in Excel (e.g., PivotTables, VLOOKUP).
• Strong analytical skills and attention to detail.
• Ability to work independently and collaboratively in a fast-paced environment.
• Excellent organizational, oral, and written communication skills.
• Tech-savvy with the ability to optimize system use.