Tax Director

Gen II; Denver, New York, Raleigh (CO, NY, NC); On-site; USD 160,000 - 180,000; Full time

Benefits offered by this job

Hybrid work schedule

Comprehensive benefits package

Career advancement opportunities

Job summary

Gen II Fund Services, LLC seeks Tax Directors to join our growing team of professionals actively involved in tax compliance services on multiple client engagements.

Responsibilities include supervising staff, reviewing tax returns, and coordinating with clients and authorities. The role requires a CPA (or equivalent) and 8+ years of experience, with a hybrid work arrangement in the United States.

Qualifications

• Bachelor’s or master’s degree in accounting (150 credit-hours minimum).
• 8+ years of experience in the attributes.
• 5+ years of supervisory experience.
• Understanding of U.S. partnership taxation.
• CPA certification or equivalent with active PTIN.
• 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.

Responsibilities

• Understand client partnership agreements and apply to deliverables, including tax-carried interest computations.
• Review and oversee validation of Forms W-8BEN, W-8BEN-E, W-8EXP, and W-8IMY for treaty claims on withholding tax.
• Final sign-off and review of federal and state tax returns and workpapers.
• Communicate with clients and tax authorities.
• Coordinate with external auditors and tax reviewers.
• Lead, supervise, and develop tax personnel at multiple levels.
• Direct and coach a team of tax professionals at various levels.
• Manage special projects when requested.

Skills

CPA certification

Verbal & written communication

Analytical skills

Organizational skills

Multi-tasking

Team leadership

Work ethic

Education

Accounting degree (150 credit-hours)

Tools

Thomson Reuters GoSystem

Job description

Gen II is seeking Tax Directors to join our growing team of professionals. These individuals will be actively involved in the tax compliance services noted above 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 oversight of the validation of Forms W-8BEN, W-8BEN-E, W-8EXP, and W-8IMY to ensure proper administration of treaty claims for reduced U.S. withholding tax
• Final sign-off and review of federal and state tax returns and associated workpapers
• Frequent communication with various clients and tax authorities
• Coordinate with external auditors and tax reviewers
• Progressive responsibilities include supervision, training, and evaluation of tax personnel at several levels
• Lead, direct and coach a team of tax professionals at various levels
• Manage special projects, when requested

Qualified candidates will possess the following experience and qualities:

Required attributes:

• Bachelor’s or master’s degree in accounting (150 credit-hours minimum)
• 8+ years of experience in the attributes
• 5 + years of supervisory experience
• Understanding of U.S. partnership taxation
• CPA certification or equivalent with active PTIN
• 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:

• 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
• 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 $160,000-$180,000, 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.