Tax Manager - Funds

Job Description

Tax Manager - Funds

Responsibilities

The Tax Manager will be responsible for coordinating and overseeing projects and work streams designed to transform the funds tax reporting function, with an emphasis on providing real-time tax data and analytics to streamline reporting and inform decision making. The candidate will work closely with other personnel in accounting, tax and IT along with our outside tax/accounting service providers to ensure that accounting, legal entity, and investor information is tax-sensitized and validated to ensure accurate tax reporting across various large global and domestic private equity, mezzanine financing, distressed debt, real estate and marketable securities partnerships.

Additional responsibilities include:

1. Leading in project management, management of tax issues, and strategic planning;
2. Reviewing and calculating the book/tax differences and reviewing partner allocations;
3. Reviewing calculations of market discount, OID and interest accruals;
4. Analyzing reorganizations of underlying debt and equity investments to determine the proper tax treatment;
5. Preparing tax packages for funds and lower-tier LLCs, including reconciling of income items and capital accounts;
6. Providing tax estimates to Clients and General Partners;
7. Addressing large number of Client's requests and inquiries;
8. Analyzing withholding issues that impact partners and the partnerships' global investments;
9. Reviewing state withholding taxes;
10. Drafting correspondence with state and federal tax authorities;
11. Managing audit responses and documentation for all aspects of audits;
12. Assisting in the analysis of cross-border acquisitions and dispositions to determine proper tax treatment for US purposes.

Qualifications

1. 5+ years of relevant tax experience.
2. Strong knowledge of general accounting, with knowledge of financial investment issues being a plus.
3. The candidate must be proficient in Microsoft Excel and Word.

Personal Attributes

1. The successful candidate will have outstanding initiative, an eagerness to learn and a strong work ethic.
2. The candidate must be customer oriented and have excellent verbal and written communication skills.
3. He/She will be self-driven, team-oriented and must possess strong integrity and professionalism.
4. Familiarity with and understanding of a busy tax season.

Education

1. A Bachelor's degree relevant to position, a Master's degree a plus.

Equal Opportunity Employer