Tax Staff Accountant

Gen II Fund Services, LLC.; Raleigh (NC); Vor Ort; USD 65.000 - 80.000; Vollzeit

Zusammenfassung

Gen II Fund Services, LLC is seeking entry-level tax staff accountants to join our growing team of professionals. This role involves hands-on tax compliance work on multiple client engagements, including understanding partnership agreements and applying them to deliverables.

You will review forms W-8 series, prepare federal and state returns, and handle quarterly estimated tax calculations. The position requires a CPA candidate, a strong work ethic, and excellent communication skills, with a

Qualifikationen

• 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.

Aufgaben

• Obtain a detailed understanding of the client’s partnership agreements and apply them 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.

Kenntnisse

Verbal and written communication

Analytical skills

Organizational skills

Multitasking

Attention to detail

Teamwork

Work ethic

Deadlines

Ausbildung

Bachelor’s degree in Accounting

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

Tools

Microsoft Office

Thomson Reuters GoSystems

Jobbeschreibung

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

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.