Manager - Regulatory Services

TravelCenters of America; Reston (VA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Job summary

Apex Group seeks a Tax Senior Associate to deliver a full range of U.S. tax services for clients, ensuring compliance with federal and state laws. You will prepare and review partnership tax returns and mentor junior staff.

The role requires hedge fund taxation knowledge, fund-structure experience, and strong communication skills. This is a full-time position with overtime during peak tax seasons.

Qualifications

• Prepare U.S. federal, state, and local income tax returns for partnerships.
• Proficiency in hedge fund strategies (long/short equity).
• Experience with hedge fund structures (master-feeder, mini-master, fund-of-funds).
• Experience with financial services taxation (wash sales, QDI, PFIC, Section 1256, NPCs, Section 988, straddles).
• Experience with aggregate tax allocations.
• Experience computing taxable income and partner allocations.
• Knowledge of tax regulations and timely filings.
• Strong written and verbal English.
• Team player with ability to multi-task.

Responsibilities

• Deliver full range of U.S. tax services to clients.
• Prepare and review tax returns for partnerships.
• Supervise and mentor junior staff.
• Maintain client confidentiality and ensure compliance.

Skills

US tax returns for partnerships

hedge fund tax expertise

hedge fund structures

financial services taxation

tax allocations

taxable income calculations

compliance with tax regulations

self-review

English communications

teamwork

multitasking

client deliverables reporting

Microsoft Office (Excel, Word, ShareP

GoSystem Tax RS

Education

Bachelor's in Accounting, Finance, Commerce

Post-graduate degree preferred

CPA or Enrolled Agent preferred

PTIN required

Tools

GoSystem Tax RS

Job description

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Job Summary:

The Tax Senior Associate is responsible for delivering a full range of U.S. tax services to our clients in compliance with federal and state laws and regulations within a timeframe. You will be responsible for tax returns preparation and review. The Tax Senior will also supervise and mentor junior staff.

Required Skills:

• Prepare U.S. federal, state, and local income tax returns for partnerships.
• Demonstrate proficiency in hedge fund strategies, including long/short equity, etc.
• Experience with various hedge fund structures (master-feeder, mini-master, fund-of-funds).
• Experience with financial services taxation, including wash sales, QDI, PFIC reporting, Section 1256 contracts, NPCs, Section 988, constructive sales and straddles.
• Experience with aggregate tax allocations.
• Experience with calculation of taxable income and partner tax allocations.

• Working knowledge of compliance with all tax regulations and timely filing of tax returns.
• Perform detailed self-review of work for accuracy and completeness.
• Possess strong written and verbal communications skills in English.
• Be a team player that has a proven record of working effectively.
• Ability to multi-task and balance between competing priorities.

• Ability to provide accurate and timely reporting of client deliverables.
• Proficient with using Microsoft products such as Excel, Word, Sharepoint, and Teams.
• Proficient with GoSystem Tax RS.

• Maintain client confidentiality pertaining to the client, staff and the firm in
  general.
• Working knowledge of United States federal, state, and local tax laws.

Qualifications:

• Bachelor’s degree in Accounting, Finance, Commerce or a related field.
• Post-graduate degree in finance/accounting/commerce/statistics or MBA is preferred.
• U.S. CPA or IRS Enrolled Agent qualification is preferable.
• A preparer tax identification number (PTIN) is required for tax returns. If you do not have a PTIN or if your PTIN is expired, you are requested to complete the new or renewal application process (as applicable) before joining Apex.

Working Conditions:

• This is a full-time position.
• Overtime hours are required during peak tax seasons.

Disclaimer

Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.