Tax Senior

1 month ago

Greenwich, United States Tandym group Full time

A financial services firm in Connecticut is actively seeking a self-motivated and diligent professional to join their staff as their new Closed-end Funds Tax Senior. In this role, the Closed-end Funds Tax Senior will be responsible for investment partnerships and SPVs' tax compliance work.

Responsibilities

The Closed-end Funds Tax Senior will:

  • Prepare quarterly income tax projections for partnerships and tax provisions for corporations
  • Review book-to-tax adjustments, state apportionment and withholding tax computation, and tax allocations for investment partnerships, SPVs, and JVs
  • Review federal and state income tax estimates and tax returns for partnerships and corporations
  • Monitor tax deliverable deadlines and supervise tax payment requests and tax filing calendar prepared by the paralegal
  • Act as a liaison with outside tax administrators and accounting firms for timely releasing of the K1s and filing of all tax returns
Qualifications
  • Bachelor's degree
  • 3-5 years of partnership and corporation tax experience in public accounting or equivalent with a concentration in the financial services sector (i.e. investment partnerships, SPVs, and securities taxation)
  • Proficient Excel knowledge and comfortable with systems and technology
  • Demonstrated attention to detail
  • Excellent analytical and problem-solving skills
  • Strong interpersonal and communication skills
  • Ability to thrive under pressure and achieve desired results in a timely manner
Desired skills
  • CPA

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