Tax Director

4 weeks ago


Denver, Colorado, United States Gen II Fund Services Full time

Job Summary

Gen II Fund Services is seeking a highly skilled Tax Director to join our team of professionals. The ideal candidate will have expertise in partnership taxation and international tax matters, with a strong background in private equity fund administration.

Key Responsibilities

  • Obtain a detailed understanding of client partnership agreements and apply them to deliverables, including tax-carried interest computations.
  • Review and oversee the validation of Forms W-8BEN, W-8BEN-E, W-8EXP, and W-8IMY to ensure proper administration of treaty claims for reduced U.S. withholding tax.
  • Finalize and review federal and state tax returns and associated workpapers.
  • Communicate effectively with clients and tax authorities.
  • Coordinate with external auditors and tax reviewers.
  • Supervise, train, and evaluate tax personnel at various levels.
  • Lead and direct a team of tax professionals.
  • Manage special projects as requested.

Requirements

  • Bachelor's or master's degree in accounting (150 credit-hours minimum).
  • Strong knowledge of U.S. partnership taxation and international taxation rules associated with ECI, Branch Profits Tax, FDAP, FATCA, and FIRPTA.
  • Private equity work experience.
  • Tax work experience with an emphasis in partnership and/or international tax matters.

About Gen II Fund Services

Gen II Fund Services is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients. We offer private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications.


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