SUMMARY OF POSITION RESPONSIBILITIES:
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Prepare tax workpapers and support for external CPA tax advisor for partnerships and foreign corporations
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Review various Fund of Fund Federal and State tax returns for partnerships and Cayman Blocker corporations prepared by external tax advisor
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Perform review of Cayman Blocker tax provisions prepared by external tax advisor
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Review analysis of investment partnership schedule K-1s / K-3s / Foreign Forms (8621,8865,926)
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Prepare monthly distribution analysis of tax withholding for distributions to investors
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Prepare quarterly ECI estimate analysis to determine ECI tax withholding
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Prepare Form 8804 (ECI) and 1042 (FDAP) tax returns
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Assist with resolving state notices
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Assist with the preparation of tax-related correspondence
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Manage high volume of tax-related email communications, both incoming and outgoing
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Correspond with outside investment professionals
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Oversee maintenance of extensive tax information in database
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Experience with FATCA/ CRS AEOI reporting, preferred
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Assist with resolving investor inquiries
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Assist with special projects
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Depending on experience level, work with management in overseeing staff and fostering a productive environment for the department
PERSONAL TRAITS:
The successful candidate should possess:
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Bachelor’s Degree in Accounting with at least 1-4 years of tax related experience, preferred in investment management industry
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CPA license preferred / eligible
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Flexibility with working paid overtime, as needed
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Ability to work independently and as part of a team
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Ability to work cooperatively and collaboratively with internal accounting/finance team and external professionals
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Strong organizational/multi-tasking and project planning skills
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Ability to effectively prioritize projects to meet deadlines
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Ability to multi-task and absorb high volumes of documentation and correspondence
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Strong analytical and problem solving skills with an attention to detail and an eye for accuracy
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Excellent written and verbal communication skills, including the ability to effectively and professionally articulate via phone, email, and in person
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Proficient in business systems applications such as Microsoft Office (Intermediate to advanced excel skills)