Tax Manager

  • Location
    Chicago, Illinois
  • Posted
  • Start Date
    ASAP
  • Salary
    Up to USD155000 per annum
  • Expiry Date
    2024-08-08

Responsibilities

  • Spearhead the tax compliance process with external tax preparers for Funds/Limited Partners/Inside Entities and ensure accuracy and completeness of all tax filings
  • Review extensions, returns, and K-1s for Funds/Limited Partners/Inside Entities
  • Communicate with the financial reporting group to ensure the accuracy of tax filings
  • Ensure REIT compliance through due diligence, including quarterly and annual testing
  • Review quarterly tax projections, including UBTI, and estimated payments
  • Review Fund/Entity/Limited Partner Federal, state, and local tax withholding calculations
  • Decipher tax obligations as outlined in legal agreements and confirm alignment with subsequent tax reporting
  • Support tax due diligence projects, such as tax structuring of acquisitions and dispositions
  • Manage tax-related Limited Partner requests, including state waivers and ERISA support
  • Collaborate with securities traders to minimize tax exposure
  • Manage Federal/State/Local audit and notice responses
  • Monitor new tax legislation and evaluate its impact throughout the firm
  • Aid transfer pricing studies and other ad-hoc projects where necessary

Qualifications

  • Bachelor’s degree in Accounting or Finance, including strong academic performance
  • CPA or CPA (non-active)
  • 5+ years of experience in public accounting and/or in the real estate private equity sector
  • Excellent communication and organizational skills
  • Ability to effectively articulate tax concepts and related concerns to non-tax professionals
  • Ability to proactively manage deadlines
  • High intellectual curiosity and a voracious desire to learn
  • Experience with REITs and private equity fund structures

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

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