Tax Manager

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. With over $1 trillion in private fund capital assets under administration, Gen II recently expanded operations in the UK and Europe through the acquisition of Crestbridge. We offer opportunities for growth, innovation, and community, with a focus on meaningful career development, training, and well-being benefits.

About the role

Gen II is seeking a Tax Manager to join our growing team of professionals. You will be actively involved in tax compliance services for client engagements, including private equity funds, private equity fund of funds, SBIC funds, and family office private equity programs.

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 and first-level review of all tax workpapers and deliverables.
• Handle other assigned projects.

Requirements

• Bachelor’s or master’s degree in accounting (150 credit-hours minimum).
• 4+ years of experience.
• Understanding of U.S. partnership taxation.
• CPA candidate.
• Proficiency with Microsoft Office applications.
• Ability to multi-task and meet deadlines.
• Strong work ethic.
• Excellent verbal and written communication skills.
• Strong organizational and analytical skills.
• Ability to thrive independently and as part of a team.

Qualifications

• CPA certification.
• Advanced degree such as Masters in Taxation, JD, and/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.

Pay

The salary range for this position is $120,000 - $160,000, in addition to a discretionary bonus.

Benefits

Comprehensive benefits package focused on physical, mental, and financial well-being.

Schedule

Hybrid schedule: three (3) days a week in the office and two (2) days remotely.

All applicants must be legally authorized to work in the United States.