Senior Tax Accountant — Private Equity & PE Funds | Hybrid

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

Benefits offered by this job

Discretionary bonus

Comprehensive benefits

Job summary

Gen II Fund Services is seeking a Senior Tax Accountant to join our growing tax team in the United States. You will handle tax compliance for private equity funds and related entities, including review and preparation of tax documents, calculations, and responses to notices.

The role requires at least 2 years of experience, a degree in accounting (150 credit-hours), and CPA candidacy. The position offers a hybrid work arrangement and a competitive benefits package.

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 and communication skills.
• Organizational and analytical abilities.
• Ability to work both independently and in a team.

Responsibilities

• Understand client partnership agreements and apply to deliverables.
• 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.
• Handle ad-hoc tax compliance requests from clients and investors.
• Prepare responses to state and federal tax notices.
• Coordinate with external auditors and tax reviewers.
• Supervise, train, and evaluate junior staff; review tax workpapers.
• Undertake other assigned projects.

Skills

MS Office

Multi-tasking

Communication

Organizational skills

Analytical skills

Teamwork

Strong work ethic

Problem solving

Education

Bachelor’s or Master’s degree in accounting

150 credit-hours minimum

Tools

Thomson Reuters GoSystem

Microsoft Office

Job description

Gen II Fund Services is seeking a Senior Tax Accountant to join our growing tax team in the United States. You will handle tax compliance for private equity funds and related entities, including review and preparation of tax documents, calculations, and responses to notices.

The role requires at least 2 years of experience, a degree in accounting (150 credit-hours), and CPA candidacy. The position offers a hybrid work arrangement and a competitive benefits package.