Alternative Investment Fund Tax Manager

Alternative Investment Fund Tax Manager

We are currently seeking a professional, energetic, and detail-oriented individual to fill the Alternative Investment Fund Tax Manager position. This role can be based in Baltimore, New York, or Washington, DC. The position has been created due to internal growth and offers rewarding career development and advancement opportunities within the corporate tax function of a global independent investment management and strategic advisory firm.

Key Attributes for a Successful Candidate:

• Thorough and Accurate: Responsible for the timely and accurate filing of a wide range of tax and regulatory filings.
• Proactive: Eager to contribute and learn, ask questions, and suggest improvements. Must be adaptable to changing circumstances and regulatory changes for both US and non-US tax regimes.
• Independent Worker: Able to follow tasks through to completion, proactively seeking guidance as necessary.
• Positive Attitude: Desire to continually develop as a tax professional, striving to provide the highest level of service to support team members and clients.

Duties/Responsibilities:

• Partner with the Director of Tax to advise stakeholders on the tax implications of alternative investment fund investments.
• Serve as the primary point of contact with external tax service providers.
• Coordinate the delivery of K-1s for alternative investment partnership funds.
• Liaise with the Fund Administration team and third-party fund administrator regarding accounting packages, partner allocations, underlying fund K-1s, investor information, and more.
• Prepare and maintain schedules for K-1 tracking, foreign investor reporting info, stock distributions, partner transfers, state filing information, partner address changes, etc.
• Coordinate the timely filing of income tax, personal property, and other annual filings.
• Coordinate tax-related payments with tax service providers and accounts payable team.
• Track and address federal and state tax notices promptly.
• Work with client service teams to ensure maintenance of investor information needed for K-1 reporting.
• Conduct tax research and draft memoranda on various tax issues as required.
• Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations.

Qualifications:

• 5-7 years of work experience in public accounting or at a private equity firm.
• Minimum of a Bachelor’s degree in accounting or a related field.
• CPA License.
• Prior experience with Partnership Tax Compliance.
• Prior experience with alternative investment funds.
• Excellent tax research skills.
• Excellent interpersonal, oral, and written communication skills.
• Detail-oriented with the ability to multi-task and stay organized.

The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.