EXPERIENCED TAX ACCOUNTANT or SENIOR (REMOTE - CA)

SUMMARY OF POSITION RESPONSIBILITIES:

• Prepare tax workpapers and support for external CPA tax advisor for partnerships and foreign corporations
• Review various Fund of Fund Federal and State tax returns for partnerships and Cayman Blocker corporations prepared by external tax advisor
• Perform review of Cayman Blocker tax provisions prepared by external tax advisor
• Review analysis of investment partnership schedule K-1s / K-3s / Foreign Forms (8621,8865,926)
• Prepare monthly distribution analysis of tax withholding for distributions to investors
• Prepare quarterly ECI estimate analysis to determine ECI tax withholding
• Prepare Form 8804 (ECI) and 1042 (FDAP) tax returns
• Assist with resolving state notices
• Assist with the preparation of tax-related correspondence
• Manage high volume of tax-related email communications, both incoming and outgoing
• Correspond with outside investment professionals
• Oversee maintenance of extensive tax information in database
• Experience with FATCA/ CRS AEOI reporting, preferred
• Assist with resolving investor inquiries
• Assist with special projects
• 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:

• Bachelor’s Degree in Accounting with at least 1-4 years of tax related experience, preferred in investment management industry
• CPA license preferred / eligible
• Flexibility with working paid overtime, as needed
• Ability to work independently and as part of a team
• Ability to work cooperatively and collaboratively with internal accounting/finance team and external professionals
• Strong organizational/multi-tasking and project planning skills
• Ability to effectively prioritize projects to meet deadlines
• Ability to multi-task and absorb high volumes of documentation and correspondence
• Strong analytical and problem solving skills with an attention to detail and an eye for accuracy
• Excellent written and verbal communication skills, including the ability to effectively and professionally articulate via phone, email, and in person
• Proficient in business systems applications such as Microsoft Office (Intermediate to advanced excel skills)