Tax Staff Accountant

Gen II Fund Services · United States

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

• 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

• CPA certification
• Understanding of U.S. partnership taxation
• Understanding of U.S. corporate taxation
• Proficiency with Thomson Reuters GoSystems

• 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