Tax Financial Services Senior

Kaufmanrossin; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Equal-opportunity employer

Job summary

Kaufman Rossin in New York seeks a Tax Financial Services Senior to provide tax consulting and compliance for hedge, private equity, and real estate funds with U.S. and foreign reporting requirements.

You will help hedge funds plan strategically to minimize investors’ tax burdens, ensure regulatory compliance, and collaborate with attorneys in structuring new and existing funds to optimize tax outcomes.

Qualifications

• Master’s in Taxation preferred.
• CPA eligibility.
• 3–5 years of relevant tax experience with strong compliance and research.
• Knowledge of partnership tax accounting rules with a focus on hedge funds.
• Team player with a commitment to high-quality, detailed work.
• Ability to deal with clients and possess a good executive presence.
• Self-starter with the ability to deal with multiple priorities.

Responsibilities

• Reviewing and preparing yearly tax filings for Hedge Funds, Private Equity Funds, Real Estate Funds, and Funds' general partners and investment managers.
• Performing security analysis and calculating Fund tax adjustments.
• Reviewing and preparing complex partner tax allocations.
• Assisting Fund Administration on day-to-day tax issues.
• Communicating with federal and state tax authorities, as needed.
• Researching tax treatment of complex financial instruments and corporate actions of Funds.
• Assisting in tax planning for Funds, including structuring new Funds and optimizing existing Fund's tax strategies.

Skills

3-5 years of relevant tax experience

Executive presence

Client-facing abilities

Team player

Excellent communication skills

Self-starter with ability to manage or

Education

Master’s in Taxation preferred

CPA eligibility

Job description

Why We Stand Out

Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you.

As one of the top accounting firms in the country, our foundation is “people first.” In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day.”

Kaufman Rossin is aprivately owned, independent public accounting firm, which means we are not beholden to outside investors or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters agility, entrepreneurial thinking, and a collaborative culture where leadership is accessible, and innovation is encouraged.

Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 700 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.

Think you have what it takes?

How You’ll Contribute:

As a Tax Financial Services Senior, you’ll provide tax consulting and compliance services to hundreds of funds with U.S. and foreign reporting requirements. Our tax services help hedge funds plan strategically to minimize their investors’ tax burdens, comply with regulations and meet their financial goals. We even work with clients and their attorneys in the initial start-up phase to determine the optimal fund structure to achieve goals and minimize taxes.

• Reviewing and preparing yearly tax filings for Hedge Funds, Private Equity Funds, Real Estate Funds, and Funds' general partners and investment managers
• Performing security analysis and calculating various Fund tax adjustments
• Reviewing and preparing complex partner tax allocations
• Assisting Fund Administration business on resolving day-to-day tax issues
• Communicating with federal and state tax authorities, as needed
• Researching tax treatment of complex financial instruments and corporate actions of Funds
• Assisting in the tax planning for Funds, including structuring new Funds and optimizing existing Fund's tax strategies

Requirements

What Skills You'll Bring:

• Master’s in Taxation preferred
• CPA eligibility
• 3-5 years of relevant experience with strong tax compliance and research background
• Strong knowledge of partnership tax accounting rules (with a focus on hedge funds)
• Team player and a commitment to high-quality, detailed work
• Ability to deal with clients and possess a good “executive presence”
• Self-starter with the ability to deal with multiple priorities

How You'll Stand Out:

• Experience in the financial services industry
• Excellent communication skills, both verbal and written
• Ability to work overtime during peak times

Benefits

We embrace authenticity. Kaufman Rossin is an equal-opportunity employer. We are committed to creating a culture that reflects our firm's and clients' diversity. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.