Tax Manager

Gen II Fund Services; Denver (CO); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits package

Job summary

Gen II Fund Services in Denver is seeking a Tax Manager to join their professional team. This role involves various tasks including reviewing tax returns, calculating estimated tax payments, and ensuring compliance with U.S. partnership taxation.

The ideal candidate should have a degree in accounting, experience in taxation (4+ years), and strong communication skills. The salary range is $120,000-$160,000 plus bonuses and benefits.

Gen II offers a hybrid work arrangement with the flexibility of remote work and an inclusive team culture.

Qualifications

• 4+ years of experience in taxation, preferably with a focus on partnerships and/or international tax.
• Strong organizational skills and a work ethic.
• Private equity work experience is a plus.

Responsibilities

• Obtain an understanding of client partnership agreements and deliverables.
• Review and validate various tax forms for compliance.
• Calculate quarterly estimated tax payments and assist clients with tax inquiries.
• Supervise and train accounting staff while reviewing tax deliverables.

Skills

Understanding of U.S. partnership taxation

Analytical skills

Excellent verbal and written communication skills

Ability to multi-task

Proficiency with Microsoft Office applications

Education

Bachelor's or master's degree in accounting (150 credit-hours minimum)

CPA candidate

Tools

Thomson Reuters GoSystem

Job description

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

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
• Review federal and state tax returns and associated workpapers
• Calculate quarterly estimated tax payments
• Research and respond to various client and tax authority requests
• Meet ad-hoc tax compliance requests from clients and partners/investors
• Review responses to state and federal tax notices
• Coordinate with external auditors and tax reviewers
• Progressive responsibilities to include supervision, training, and evaluation of accounting staff and first-level review of all tax workpapers and deliverables
• Other assigned projects

Qualifications

• Bachelor’s or master’s degree in accounting (150 credit-hours minimum)
• 4+ years of experience
• Understanding of U.S. partnership taxation
• CPA candidate
• Proficiency with Microsoft Office applications
• Ability to multi-task and meet deadlinesStrong work ethic
• Excellent verbal and written communication skills
• Strong organizational and analytical skills
• Thrive independently and as part of a team

Desired Qualifications

• 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 $120,000-$160,000, 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. All U.S. employees are required to work a hybrid schedule, comprising 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

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