Tax Manager/Director
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.
