Verified Job
Accounting - Finance
Associate- Tax (Alternative Assets)
Accounting - Finance
#616897
Remote / WFH
Job Description
Full job description
Company Description
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
Job Description
You will be working directly with leading hedge fund and private equity firms in the alternative asset industry
under the guidance and direction from the Tax Director. You will be providing the following for clients in the
alternative asset industry:
Prepare and file federal, state, and local partnership tax returns, extensions, and quarterly estimates.
Prepare and review of foreign filings (5471, 8865, 8858, 8621, & 926).
Preparation of 8832s as needed to elect tax classification for various entities.
Prepare and manage 1099 and 1042 reporting.
Prepare and manage FBAR filings.
Prepare and manage FATCA compliance (8966).
Prepare and manage tax certification forms (W-8s and W-9) for domestic and foreign entities.
Prepare tax basis calculations for partnership interests and PFICs.
Develop relationship with client management and communicate engagement status and issues effectively and timely.
Considerable knowledge of a variety of state and local tax laws, including multi-state income tax planning and compliance.
Perform tax research as needed to support tax positions to be taken on the tax returns.
Perform quarterly REIT testing.
Correspond with federal, state and local taxing jurisdiction to resolve notices.
Qualifications
0-5 years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of experience at an alternative asset investment firm and public accounting experience
Bachelor's degree in Accounting, Preferred: CPA, Masters in Taxation
Demonstrated experience in providing exceptional customer service
Analytical, technical, and technology skills with proficiency in basic office software
Enjoy working in a fast-paced environment
Ability to work overtime to meet deadlines
High level of accuracy and attention to detail
Additional Information
Salary based on experience and location ($65,000-$75,000) and full benefits package offered.
#LI-HYBRID
OUR COMMITMENT TO YOU AND THE ENVIRONMENT
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
Company Description
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
Job Description
You will be working directly with leading hedge fund and private equity firms in the alternative asset industry
under the guidance and direction from the Tax Director. You will be providing the following for clients in the
alternative asset industry:
Prepare and file federal, state, and local partnership tax returns, extensions, and quarterly estimates.
Prepare and review of foreign filings (5471, 8865, 8858, 8621, & 926).
Preparation of 8832s as needed to elect tax classification for various entities.
Prepare and manage 1099 and 1042 reporting.
Prepare and manage FBAR filings.
Prepare and manage FATCA compliance (8966).
Prepare and manage tax certification forms (W-8s and W-9) for domestic and foreign entities.
Prepare tax basis calculations for partnership interests and PFICs.
Develop relationship with client management and communicate engagement status and issues effectively and timely.
Considerable knowledge of a variety of state and local tax laws, including multi-state income tax planning and compliance.
Perform tax research as needed to support tax positions to be taken on the tax returns.
Perform quarterly REIT testing.
Correspond with federal, state and local taxing jurisdiction to resolve notices.
Qualifications
0-5 years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of experience at an alternative asset investment firm and public accounting experience
Bachelor's degree in Accounting, Preferred: CPA, Masters in Taxation
Demonstrated experience in providing exceptional customer service
Analytical, technical, and technology skills with proficiency in basic office software
Enjoy working in a fast-paced environment
Ability to work overtime to meet deadlines
High level of accuracy and attention to detail
Additional Information
Salary based on experience and location ($65,000-$75,000) and full benefits package offered.
#LI-HYBRID
OUR COMMITMENT TO YOU AND THE ENVIRONMENT
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
