Tax Accountant

3 weeks ago


Houston, United States Planet Professional Full time

Tax Accountant

Direct Hire

Hybrid, 4 days in office 1 at home- Houston



Must have:

BS in Accounting

CPA

2-5 years in Public Accounting, preferably Big 4


Summary:

The Tax Accountant will support the Tax Manager in handling both domestic and international tax compliance and reporting responsibilities. This role involves working with our affiliated management companies and private equity funds to ensure accurate and timely tax filings and adherence to relevant regulations.


Key Responsibilities:


Tax Compliance Management:

-Collaborate with external tax advisors to ensure compliance with international, federal, state, and local tax regulations.

-Prepare tax-related communications and estimated tax projections.

-Develop tax provisions for blocker corporations and manage Forms W-9/W-8, EINs, and 1099 reporting for various entities.


Review and Oversight:

-Evaluate the work of public accounting service providers related to year-end K-1s and tax returns.

-Review and verify tax allocations of partnership income.


State and Federal Tax Support:

-Address state tax issues, including withholding for fund entities.

-Assist with federal and state tax payments and monitoring.


Registration and Compliance:

-Register new accounts with state and local governments as necessary.

-Support IRS and state agency audits, inquiries, and tax notices.


Data Coordination and Process Improvement:

-Coordinate the collection of tax data from portfolio companies.

-Contribute to the enhancement of tax processes, policies, and procedures.


Documentation and Filings:

-Document technical and compliance issues related to investments and prepare relevant reports.

-Assist with international tax filings and preparation of applicable forms.

-Ensure compliance with FATCA and CRS policies and reporting requirements.


Entity Compliance:

-Oversee compliance with CT Corp for Registered Agent, Delaware Annual Reports, and Annual Audits.

-Prepare IRS letters for name changes, Forms 8832 and 8937, Aircraft Disallowance calculations, and assist with FBAR and Business Personal Property Rendition filings.


Additional Analysis and Support:

-Conduct Fixed Assets, Transaction Cost analysis, USRPHC analysis, and documentation.

-Draft responses to tax inquiries and information requests from Limited Partners and Co-investors.



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