Senior Tax Analyst
Key Responsibilities:
- Assist in managing the firm’s international, federal, state, and local tax compliance
- Work directly with external “Big 4” tax advisor
- Prepare tax-related communications
- Prepare estimated tax projections
- Prepare tax provisions for blocker corporations
- Prepare Forms W-9/W-8 and obtain EINs
- Prepare 1099 reporting for various entities
- Review Big 4 service providers’ work for year-end k-1s and tax returns
- Review tax allocations of partnership income
- Assist in state tax issues including state tax withholding for fund entities
- Assist with required federal and state tax payments and tracking
- Register for new accounts with various state and local governments as needed
- Assist with IRS and state agency audits, inquiries, and tax notices
- Coordinate collection of tax data from portfolio companies
- Assist with continuous improvement of processes, policies, and procedures
- Document investment specific technical and compliance issues and reporting positions
- Assist with international filings and preparation of applicable forms
- Assist compliance with FATCA and CRS policies, procedures, and reporting requirements
- Ensure entity compliance with CT Corp for the Corporate Transparency Act, Registered Agent, Delaware Annual Reports and Annual Audits
- Prepare name change IRS letters, Forms 8832 and 8937
- Prepare Aircraft Disallowance calculations
- Assist with FBAR and Business Personal Property Rendition filings, Fixed Assets, Transaction Cost analysis, USRPHC analysis and documentation
- Draft responses to Limited Partners’ and Co-investor’s tax inquiries and tax information needs
- Ad-hoc analyses and assignments
Qualifications:
- Accounting or Tax degree from an accredited university
- At least 2 years of tax experience with a Big 4 accounting firm
- CPA or CPA candidate
- Experience with Partnership accounting and tax compliance preferred. Corporate tax experience is a plus
The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.
