Tax Manager
About the role
Gen II is a leading fund administration provider focusing on private capital asset managers and investors. We manage over $1 trillion in private fund capital assets and recently acquired Crestbridge to expand our operations in the UK and Europe. Based in the US and Europe, we seek talented individuals who want to make a difference in the industry, grow with us, and build a thriving community.
Responsibilities
- Obtain a detailed understanding of the client's partnership agreement(s) and apply it to deliverables, including creating and reviewing tax carried interest computations.
- Review and validate Forms W-8BEN, W-8BEN-E, W-8EXP, and W-8IMY to properly administer treaty claims for reduced U.S. withholding tax.
- Review federal and state tax returns and associated workpapers.
- Calculate quarterly estimated tax payments.
- Research and respond to various client and tax authority requests.
- Meet ad-hoc tax compliance requests from clients and partners/investors.
- Review responses to state and federal tax notices.
- Coordinate with external auditors and tax reviewers.
- Progressive responsibilities to include supervision, training, and evaluation of accounting staff.
- First-level review of all tax workpapers and deliverables.
- Other assigned projects.
Requirements
- Bachelor’s or master’s degree in accounting (150 credit-hours minimum)
- 4+ years of experience in U.S. partnership taxation
- CPA candidate
- Proficiency with Microsoft Office applications
- Strong work ethic
- Excellent verbal and written communication skills
- Strong organizational and analytical skills
Qualifications
- CPA certification
- Advanced degree such as Masters in Taxation, JD, or LLM
- Understanding of U.S. international taxation rules associated with ECI, Branch Profits Tax, FDAP, FATCA, and FIRPTA
- Understanding of U.S. corporate taxation
- Prior supervisory experience
- Private equity work experience
- Tax work experience with an emphasis in partnership and/or international tax matters
- Proficiency with Thomson Reuters GoSystem
Skills
- Independent work capability
- Teamwork
Benefits
The salary range for this position is $120,000 - $160,000, in addition to a discretionary bonus and comprehensive benefits package. The actual salary offered within that range will depend on the candidate's experience level.
Schedule
All applicants must be legally authorized to work in the United States. Employees are required to work a hybrid schedule, comprising three days in the office and two days remotely.
Pay
The salary range for this position is $120,000 - $160,000, in addition to a discretionary bonus and comprehensive benefits package. The actual salary offered within that range will depend on the candidate's experience level.
Contact
For further information, please visit Gen II's Candidate Privacy Statement. Gen II is an equal opportunity employer and provides benefits that focus on physical, mental, and financial well-being.