What are the responsibilities and job description for the Tax Manager position at Gen II?
Gen II is seeking Tax Managers to join our growing team of professionals. These individuals will be actively involved in the tax compliance services noted above 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 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
Qualified candidates will possess the following experience and qualities:
Required attributes:
- 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 attributes:
- 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 two (2) days a week in our office and three (3) 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
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