Tax Staff Accountant

Gen II Fund Services; Raleigh (NC); Hybrid; USD 65,000 - 80,000; Full time

Job summary

Gen II Fund Services is seeking an entry-level tax staff accountant to join our team. You will work on tax compliance for multiple client engagements, focusing on partnership taxation and withholding tax forms. The role emphasizes accuracy, collaboration, and timely delivery.

The position requires a Bachelor’s in Accounting with a Master’s in Tax (or JD/LLM with 150 credits) and CPA candidacy. A strong work ethic, excellent communication, and proficiency in Microsoft Office and GoSystems are

Qualifications

• Bachelor’s in Accounting and Master’s in Tax or JD/LLM (150 credit-hours) required.
• CPA candidacy preferred.
• Strong work ethic, meticulous attention to detail, and ability to multitask.

Responsibilities

• Understand client partnership agreements and apply to deliverables.
• Review Forms W-8BEN/ W-8BEN-E/ W-8EXP/ W-8IMY for treaty claims.
• Prepare federal and state tax returns and workpapers.
• Calculate quarterly estimated tax payments.
• Handle ad-hoc tax compliance requests and notices.
• Coordinate with external auditors and tax reviewers.
• Contribute to other assigned projects.

Skills

Strong work ethic

Excellent communication

Organizational skills

Analytical skills

Team player

Education

Bachelor’s degree in Accounting

Master’s degree in Tax/JD/LLM (150 credit-hours)

CPA candidate

Tools

Microsoft Office

Thomson Reuters GoSystems

Job description

Gen II is seeking entry-level tax staff accountants to join our growing team of professionals. These individuals will be actively involved in the tax compliance services noted below 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 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
• Prepare federal and state tax returns and associated workpapers
• Calculate quarterly estimated tax payments
• Meet ad-hoc tax compliance requests from clients and partners/ investors
• Prepare responses to state and federal tax notices
• Coordinate with external auditors and tax reviewers
• Other assigned projects

Qualified candidates will possess the following experience and qualities:

Required attributes

• Bachelor’s degree in Accounting and Master’s degree in Tax, JD and/or LLM (150 credit-hours minimum)
• CPA candidate
• Strong work ethic
• Proficiency with Microsoft Office applications
• Meticulous attention to detail
• Ability to multi-task and meet deadlines
• Excellent verbal and written communication skills
• Strong organizational and analytical skills
• Thrive independently and as part of a team

Desired attributes

• CPA certification
• Understanding of U.S. partnership taxation
• Understanding of U.S. corporate taxation
• Proficiency with Thomson Reuters GoSystems

The salary range for this position is $65,000-$80,000, 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 three (3) days a week in our office and two (2) 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

https://gen2fund.com/candidate-privacy-statement/