Tax Manager/Director

  • Location
    New York
  • Posted
  • Start Date
  • Salary
    USD120000 - USD220000 per annum
  • Expiry Date

A sample of responsibilities:

Tax Compliance

  • Real time analysis and review of fund activity for various tax impacts
  • Preparation, filing and payment of quarterly tax estimates, reporting disclosures and returns
  • Annual compliance review of 3rd party prepared tax returns and partnership allocations
  • Monitoring and preparation of various domestic and foreign tax and non-income tax reporting obligations (Property Taxes/1099s/DE Annual Reports/Transfer Pricing/Foreign Withholding/FATCA/CRS)
  • Coordination of various third party advisors including tax, legal and accounting
  • Collect, validate and maintain Investor data
  • Research and respond to government notices as well as various LP and GP requests
  • Manage and assist in development of internal tax tools utilized to streamline compliance process

Formation, Structuring & Analysis

  • Participate in strategy sessions to highlight tax impacts on various structuring discussions with respect to Funds, GPs & Management Company structuring
  • Assist in the entity formation and dissolution process
  • Provide tax planning advice for Individual GPs and Management Company owners
  • Develop and enhance various LP & GP reporting disclosures
  • Maintain awareness of the current tax environment though research of the latest tax proposals, policies and industry viewpoints
  • Assist in various projects as the business grows

Examples of desirable skills, knowledge and experience

  • 5-8 years of investment partnership taxation in public accounting or a private firm
  • Bachelor’s degree in accounting, tax, finance or information systems (Masters in Tax and/or CPA desirable) (Minor in Data Science or CIS desirable)
  • Strong understanding of partnership/individual tax concepts
  • Experience with Database Management, Data processing and visualization tools (ie. Alteryx, SQL, PowerBI) and strong understanding of data structuring (SQL/Python a plus)
  • Advanced Microsoft Excel skills and experience using other Microsoft products and G Suite

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

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