Tax Manager

Gen II Fund Services, LLC.; Raleigh, Northern (NC, KY); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits package

Job summary

Gen II Fund Services, LLC. seeks a Tax Manager to lead tax compliance for private equity funds, fund of funds, SBICs, and family office programs. You will review tax returns, manage W-8 forms, and coordinate with auditors in a hybrid US office environment.

The role requires 4+ years in U.S. partnership taxation, a 150-credit hour accounting degree, and CPA candidacy. Strong communication and multitasking are essential for success in this client-facing position.

Qualifications

• Bachelor’s or Master’s degree in accounting with 150 credit-hours.
• 4+ years of experience in tax.
• Understanding of U.S. partnership taxation.
• CPA candidate or CPA certification desired.
• Proficiency with Microsoft Office applications.
• Strong verbal and written communication skills.
• Ability to multi-task and meet deadlines.
• Thrive independently and as part of a team.

Responsibilities

• Obtain understanding of client partnership agreements and apply to deliverables (e.g., tax carried interest computations).
• Review and validate Forms W-8BEN, W-8BEN-E, W-8EXP, W-8IMY for treaty claims.
• Review federal and state tax returns and workpapers.
• Calculate quarterly estimated tax payments.
• Research and respond to client and tax authority requests.
• Meet ad-hoc tax compliance requests from clients and investors.
• Coordinate with external auditors and tax reviewers.
• Supervise and train accounting staff; perform first-level review of tax workpapers.

Skills

U.S. partnership taxation

CPA candidate

Multi-tasking

Strong communication

Team collaboration

Proficiency with MS Office

Analytical skills

Education

Bachelor’s or Master’s in accounting (150 credit-hours)

Tools

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 a Tax Manager 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
• 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

Required Experience:

• 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 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 $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. 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.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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