JOB DETAILS

Job Description:

Job Function:

• Review of Federal and State tax returns (1065, 1120), along with other supplemental and information reporting tax forms (1042, 1042-S, 8804, 8805, 8865, 8858, 5471, 926, 8621, 8886, PFIC statements, etc.)
• Review of Federal and State Schedule K-1s, footnotes and disclosures
• Analyze underlying security transactions for potential wash sale, constructive sale, straddle, short sale adjustments, future/forward contracts, Sec 988, 1256 contracts, qualified dividend income, original issue discount, market discount, premium amortization, reorgs, and other necessary tax adjustments
• Analyze, review and prepare tax allocations per the partnership agreement. Allocation methods may include analysis of revaluation accounts, stuffing, and book/tax differences, along with private equity-like tax waterfalls
• Prepare quarterly tax estimates and projections, including preparing waterfalls and disparity calculations
• Track/Follow up on progress of internally/externally prepared filings and ensure timely filed

Job Requirements:

Job Requirement:

• Accounting degree required
• CPA is a plus
• partnership tax experience at a public accounting firm with funds clients or at a fund is required

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

#LI-RS1

Contact Details: