Senior Tax Accountant

Gen II; Denver (CO); Hybrid; USD 80,000 - 115,000; Full time

Job summary

Gen II Fund Services, LLC is seeking senior level tax accountants to join our growing team of professionals. These individuals will be actively involved in tax compliance services on multiple client engagements.

All applicants must be legally authorized to work in the United States and will operate on a hybrid schedule: two days per week in our Denver office and three days remotely. Candidates should have 2+ years in U.S. partnership taxation and CPA candidate status.

Qualifications

• Bachelor’s or master’s degree in accounting with 150 credit-hours minimum.
• Minimum 2 years of experience in tax accounting.
• 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.

Responsibilities

• Obtain understanding of partnership agreements and apply to deliverables, including tax carried interest calculations.
• Review Forms W-8BEN, W-8BEN-E, W-8EXP, W-8IMY for treaty claims.
• Prepare federal and state tax returns and workpapers.
• Calculate quarterly estimated tax payments.
• Research and respond to client requests.
• Meet ad-hoc tax compliance requests from clients and investors.
• Prepare responses to state and federal tax notices.
• Coordinate with external auditors and tax reviewers.
• Progressive responsibilities including supervision and training of staff.
• Engage in other assigned projects.

Skills

Partnership taxation

Communication skills

Analytical skills

Multi-tasking

Teamwork

Deadline orientation

Strong work ethic

Education

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

Tools

Microsoft Office

GoSystem (Thomson Reuters)

Job description

Gen II is seeking senior level tax accountants to join our growing team of professionals. These individuals will be actively involved in the tax compliance services noted below on multiple client engagements.

Tasks and responsibilities:

• 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

Qualified candidates will possess the following experience and qualities:

Required attributes:

• 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 attributes:

• 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 $80,000-$115,000, in addition to a 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 two (2) days a week in our office and three (3) days remotely.

About The Company

Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with 14 offices across the US, Canada and Europe. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.

Key Facts:

• Administering over $1T in assets
• Servicing nearly every significant investor in the asset class
• Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model
• The most experienced and best performing team in the industry

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.