Senior Tax Compliance
Job Description:
Global investment management firm in lower Fairfield County, CT with an outstanding track record and reputation, is adding a Senior Tax Compliance Accountant to their team.
This is an exceptional firm to work for as they take very good care of their employees, have created a great working environment and encourages interaction and input with all level of employees. The firm is on-site Monday-Thursday and offers a base salary and performance bonus in addition to excellent benefits.
The tax professional will have direct responsibility for hedge fund and private equity tax compliance. The candidate should have a thorough background and understanding of the international, federal, and state & local taxation of various types of alternative investment fund structures.
Responsibilities include but are not limited to:
•Review of complex tax allocations and securities adjustments for hedge and private equity funds (Ex. 704(c)/(b) allocations, PE tax waterfalls, stuffing, wash sales, constructive sales, qualified dividend analysis, 1233 adjustments, straddles, 1256 contracts, swaps, flow through K-1s, UBTI).
•Review of international, federal, and state & local partnership, corporate and composite tax returns.
•Review and/or preparation of investor tax estimates and other tax reporting, including PTET.
•Review of foreign and domestic SPV tax accruals, projections, and tax estimates.
•Review various regulatory filings such as FBAR, CbCR, FATCA and CRS.
•Work closely with accounting and outside vendors to streamline information flows and processes.
Requirements:
- Bachelor’s degree, CPA preferred.
- 8+ years of tax experience in public accounting or equivalent with a concentration in hedge fund/private equity.
- Proven ability to prioritize, manage, and clearly communicate plans to handle multiple concurrent deliverables.
- Commitment to establishing best practices, recognizing that this requires continual process evolution.
- Excellent communication and interpersonal skills, and an ability to communicate confidently to internal and external stakeholders.
- Excellent analytical and problem-solving skills, including a ready ability to identify issues and errors.
