Senior Tax Accountant

Gen II Fund Services; Denver (CO); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Discretionary bonus

Benefits package

Job summary

Gen II Fund Services is hiring a Senior Tax Accountant to join our team of professionals. You will handle tax compliance for private equity funds, fund of funds, SBIC funds and family office programs, including partnership taxation work and tax return preparation.

Applicants should have 2+ years of experience, CPA candidate status, and strong communication skills. Hybrid work arrangement with US-based office presence and remote days.

Qualifications

• Bachelor’s or master’s degree in accounting (150 credit-hours minimum).
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Responsibilities

• Obtain understanding of client partnership agreements and apply to deliverables, including tax carried interest computations.

Skills

U.S. partnership taxation

CPA candidate

Tax research

Multi-tasking

Verbal and written communication

Education

Bachelor’s or Master’s in Accounting (150 credit-hours)

Tools

Microsoft Office

GoSystem Thomson Reuters

Job description

Who is Gen II?

With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.

Careers mean more at Gen II - more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.

www.gen2fund.com

What’s the role?

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

What you’ll be doing

• Obtain a detailed understanding of the client’s partnership agreement(s) and how to 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


• Prepare federal and state tax returns and associated workpapers


• Calculate quarterly estimated tax payments


• Research and respond to various client requests


• Meet ad-hoc tax compliance requests from clients and partners/ investors


• Prepare responses to state and federal tax notices


• Coordinate with external auditors and tax reviewers


• Progressive responsibilities to include supervision, training and evaluation of less experienced accounting staff and first level review of all tax workpapers and deliverables


• Other assigned projects

Required Experience:

• Bachelor’s or master’s degree in accounting (150 credit-hours minimum)


• Minimum 2 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


• Thrive independently and as part of a team

Desired Experience:

• 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

The salary range for this position is $85,000 - $115,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.

https://gen2fund.com/candidate-privacy-statement/

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Senior Tax Accountant

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. Gen II has more than $1 trillion in private fund capital assets under administration.

With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.

Careers mean more at Gen II - more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.

www.gen2fund.com

What’s the role?

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

What you’ll be doing

• Obtain a detailed understanding of the client’s partnership agreement(s) and how to 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


• Prepare federal and state tax returns and associated workpapers


• Calculate quarterly estimated tax payments


• Research and respond to various client requests


• Meet ad-hoc tax compliance requests from clients and partners/ investors


• Prepare responses to state and federal tax notices


• Coordinate with external auditors and tax reviewers


• Progressive responsibilities to include supervision, training and evaluation of less experienced accounting staff and first level review of all tax workpapers and deliverables


• Other assigned projects

Required Experience:

• Bachelor’s or master’s degree in accounting (150 credit-hours minimum)


• Minimum 2 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


• Thrive independently and as part of a team

Desired Experience:

• 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

The salary range for this position is $85,000 - $115,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.

https://gen2fund.com/candidate-privacy-statement/

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.