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 successful candidate will be responsible for providing tax compliance services to our clients, including partnership tax matters.

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.
  • Final sign-off and review of federal and state tax returns and associated workpapers.
  • Frequent communication with clients and tax authorities.
  • Coordinate with external auditors and tax reviewers.
  • Progressive responsibilities include supervision, training, and evaluation of tax personnel at several levels.
  • Lead, direct, and coach a team of tax professionals at various levels.
  • Manage special projects, when requested.

Requirements:

  • Bachelor's or master's degree in accounting (150 credit-hours minimum).
  • 8+ years of experience in the attributes.
  • 5+ years of supervisory experience.
  • Understanding of U.S. partnership taxation.
  • CPA certification or equivalent with active PTIN.
  • Proficiency with Microsoft Office applications.
  • Ability to multi-task and meet deadlines.
  • Strong work ethic.
  • Excellent verbal and written communication skills.
  • Strong organizational and analytical skills.
  • Thrive independently and as part of a team.

Desired Attributes:

  • Advanced degree such as Masters in Taxation, JD, and/or LLM.
  • Understanding of U.S. international taxation rules associated with ECI, Branch Profits Tax, FDAP, FATCA, and FIRPTA.
  • Understanding of U.S. corporate taxation.
  • Private equity work experience.
  • Tax work experience with an emphasis in partnership and/or international tax matters.
  • Proficiency with Thomson Reuters GoSystem.

About Gen II Fund Services:

Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with offices in multiple locations.

Gen II offers 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.

The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across various asset classes.

Key Facts:

  • Administering over $1T in assets.
  • Servicing nearly every significant investor in the asset class.
  • Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model.
  • The most experienced and best performing team in the industry.

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