Experience
2 yrs required
Location
Morristown, NJ, United States
Posted on
Dec 03, 2022
Profile
Tax Senior - Investment Management - Private Equity Tax
The candidate will be assisting clients with effective analysis, solution development, and implementation of clients’ tax objectives. Managing the client relationship by delivering tax advisory services to the client. Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings. Coordinating and communicating with client contacts as required to gather information to complete their tax returns. Training, mentoring, and supervising new and experienced-level tax staff, and attending required the firm Tax LLP and sector-specific trainings. Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization. Bachelor’s degree in Accounting, Finance, or other business-related field is required. Should have 2+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns. Should have 2+ years’ experience with investment management or partnership taxation. Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships is required. Previous Big 4 experience or large CPA firm experience is a plus. Knowledge of fund accounting and general ledger accounting is preferred. Should be licensed CPA in state of practice/primary office if eligible to sit for the CPA.
Company info
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