Tax, Fund Tax Oversight, Associate, Dallas

Primary Responsibilities

• Oversight of tax return review process for investment partnerships and multi-state tax returns for tiered partnerships
• Oversight of income tax provisions, including uncertain tax positions
• Working with, and challenging the input from, external advisors and accounting firms
• Liaising with other tax colleagues within the firm, particularly in the US and EMEA

Required Qualifications, Experience And Skills

• Professionally qualified – CPA preferred
• 3-5 years post-qualification tax experience at a leading firm
• Strong technical US tax knowledge
• Strong understanding of book to tax adjustments applicable to fund structures
• Liaise with internal controllers and third-party service providers including tax accountants, external auditors and administrators
• Knowledge of fund level tax compliance as well as the impact and tax requirements of various fund tax structures
• Review of the funds tax compliance work, including but not limited to Federal and State returns, K1/K3s, Knowledge of US reporting of foreign investments including PFIC's
• Excellent communication skills with an ability to influence senior business stakeholders and make decisions
• Flexible and able to learn quickly
• Highly motivated team player able to work in a fast-paced environment