Senior Tax Accountant

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

Job summary

Gen II Fund Services, LLC is seeking senior level tax accountants to join our growing team. 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.

This role offers a hybrid work schedule with three days in the office and two remotely, a salary range of $85,000 - $115,000 USD, and a comprehensive benefits package with a discretionary bonus based on

Qualifications

• Bachelor's or master's degree in accounting (150 credit-hours minimum).
• CPA candidate.
• Proficiency with Microsoft Office applications.
• Strong verbal and written communication skills.
• Ability to multi-task and meet deadlines.
• Strong work ethic.
• Thrive independently and in a team setting.

Responsibilities

• Understand client partnership agreements and apply them to deliverables, including tax carried interest computations.
• Review Forms W-8BEN, W-8BEN-E, W-8EXP, and 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.
• Coordinate with external auditors and tax reviewers.
• Supervise and train junior staff; review tax workpapers and deliverables.

Skills

Communication skills

Analytical skills

Organizational skills

Team player

Multi-tasking

Work ethic

Verbal communication

Written communication

Education

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

CPA candidate

Master's in Taxation / JD / LLM (Desired)

Tools

Microsoft Office

Thomson Reuters GoSystem

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.

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
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