Tax Manager

4 weeks ago


Boston MA, United States Atlantic Group Full time

Our client within the Private Equity space is looking to bring on a Tax Manager to join their team

RESPONSIBILITIES:

  • Review and sign-off of tax workpapers and tax returns for funds, GP and Co-Invest entities
  • Review and sign-off of state risk analysis workpaper prepared by CPA firms
  • Assist with review and sign-off of portfolio company partnership tax returns
  • Review and sign-off of quarterly and annual tax estimate workpapers for funds, GP and Co-Invest entities
  • Oversee and manage outsourced CPA team
  • Update and monitor project tracker
  • Collect and review documentation to support tax return filings
  • Analyze legal documents such as operating agreements to determine tax implications of contributions, distributions, tax allocations, and other reporting items
  • Respond to investor questions on tax reporting
  • Ad hoc projects as needed

REQUIREMENTS/QUALIFICATIONS:

  • Bachelor’s degree
  • 5-8 years of partnership tax, with a blend of Big 4 and industry experience
  • Knowledge of individual, corporate, foreign tax reporting, and/or state tax helpful
  • Proficiency in Excel
  • Excellent interpersonal and communication skills
  • Team player, attention to detail, and proven ability to multi-task

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