Job Description
Work with a nationally ranked CPA and advisory firm that is passionate for what's next.
Key Responsibilities
- Responsible for preparing complex Financial Service sector tax returns, including hedge funds, private equity firms, broker-dealers, investment managers, HNW, family office.
- Prepare and review tax workpapers, schedule K-1s/K-3s, tax estimates, and tax filings related to funds and holding investment companies (including but not limited to extensions, forms 1065, 1120, 1120-F, 8865, 8886, 8621, 5471, 1042, PFIC Statements, FBARs, etc.)
- Perform research, analysis and write up work in connection with planning memoranda, tax issue resolution and tax opinions.
- Assist with federal, state, and local tax notices resolutions, estimates tax payments, applications for EINs/form 8832 check-the-box elections, and Forms W-9s/W-8s.
- Research and consult on various tax engagements.
- Respond to inquiries from the IRS and other tax authorities.
- Utilize tax preparation software to prepare, review and process returns.
- Interact with managers, partners and clients.
Requirements
- Bachelor’s degree in accounting from an accredited college/university required; MST is a plus.
- Minimum 3-5 years of progressive tax compliance experience in a CPA or law firm servicing financial services clients required.
- CPA license or EA designation a plus.
- Working knowledge and/or experience with tax compliance for partnership and HNW/family office entities required.
- Strong research, writing and analytical skills.
- Overall planning and problem-solving experience. Excellent interpersonal, verbal and written communication skills.
- Strong Microsoft Office Suite skills.
- Knowledge of tax software, preferably CCH Axcess.
- Ability to work additional hours as needed to meet client deliverables.
- Amenable to a hybrid work arrangement (2 days onsite and 3 days WFH), with full-time onsite work required during the first 2 months .
- Amenable to working on a mid shift schedule (3pm-12mn PHT)
Ready to Apply?
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