Join to apply for the Tax Director role at Gen II Fund Services
Gen II is seeking Tax Directors to join our growing team of professionals. These individuals will be actively involved in the tax compliance services noted above on multiple client engagements.
Tasks and Responsibilities
- Obtain a detailed understanding of the client's partnership agreement(s) and how to apply it to deliverables, including creating and reviewing tax-carried interest computations
- Review and oversight of 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 various 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
Qualified Candidates Required Attributes
Bachelor's or master's degree in accounting (150 credit-hours minimum)8+ years of experience in the attributes5+ years of supervisory experienceUnderstanding of U.S. partnership taxationCPA certification or equivalent with active PTINProficiency with Microsoft Office applicationsAbility to multi-task and meet deadlinesStrong work ethicExcellent verbal and written communication skillsStrong organizational and analytical skillsThrive independently and as part of a teamDesired Attributes
Advanced degree such as Masters in Taxation, JD, and / or LLMUnderstanding of U.S. international taxation rules associated with ECI, Branch Profits Tax, FDAP, FATCA and FIRPTAUnderstanding of U.S. corporate taxationPrivate equity work experienceli>Tax work experience with an emphasis in partnership and / or international tax mattersProficiency with Thomson Reuters GoSystemThe salary range for this position is $160,000-$180,000, in addition to a comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate's experience level.
Work Arrangement
All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all U.S. employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely.
About The Company
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 14 offices across the U.S., Canada and Europe. 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 buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.
Key Facts
Administering over $1T in assetsServicing nearly every significant investor in the asset classInstitutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating modelThe most experienced and best performing team in the industry#J-18808-Ljbffr