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You will be responsible for managing tax compliance services for private equity funds, including preparing federal and state tax returns and calculating carried interest. Additionally, you will supervise and train junior staff while coordinating with external auditors and responding to client tax requests.
Requirements
Candidates must hold a bachelor's or master's degree in accounting with at least 150 credit hours and have a minimum of 2 years of relevant experience. Proficiency in U.S. partnership taxation and being a CPA candidate are required for this role.
Full job description
Senior Tax Accountant
Who is Gen II?
Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration.
With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.
Careers mean more at Gen II – more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.
Gen II is seeking senior level tax accountants to join our growing team of professionals. You will be actively involved in the tax compliance services for client engagements including, private equity funds, private equity fund of funds, SBIC funds and family office private equity programs.
What you’ll be doing
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 validate Forms W-8BEN, W-8BEN-E, W-8EXP and W-8IMY to properly administer treaty claims for reduced U.S. withholding tax
Prepare federal and state tax returns and associated workpapers
Calculate quarterly estimated tax payments
Research and respond to various client requests
Meet ad-hoc tax compliance requests from clients and partners/ investors
Prepare responses to state and federal tax notices
Coordinate with external auditors and tax reviewers
Progressive responsibilities to include supervision, training and evaluation of less experienced accounting staff and first level review of all tax workpapers and deliverables
Other assigned projects
Required Experience:
Bachelor’s or master’s degree in accounting (150 credit-hours minimum)
Minimum 2 years of experience
Understanding of U.S. partnership taxation
CPA candidate
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 Experience:
CPA certification
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
Prior supervisory experience
Private equity work experience
Tax work experience with an emphasis in partnership and/ or international tax matters
Proficiency with Thomson Reuters GoSystem
The salary range for this position is $85,000 - $115,000, in addition to a discretionary bonus and 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 US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.
Gen II is a leading independent tech-enabled fund administration provider for private capital asset managers and investors. Distinguished by its bespoke service offerings and robust technological infrastructure, the company has grown to become one of the largest independent private capital fund administrators since its inception in 2009, now overseeing $2 trillion+ of private fund capital.
Gen II serves a full spectrum of fund managers, from emerging managers to large funds operating across multinational jurisdictions. Its transatlantic operational reach redefines excellence in the fund administration sector, enabling unparalleled service capabilities to fund managers and investors globally. The company helps GPs navigate complex international markets and regulations while effectively managing their operational infrastructure, financial reporting, and investor communications. Gen II is powered by sophisticated proprietary technologies, including Sensr Solutions, a software suite designed to elevate fund management, analytics and investor experience. For more information, please visit gen2fund.com.
Privacy Policy: www.gen2fund.com/privacy-policy
For regulatory information, please visit: www.gen2fund.com/regulatory
Offices: 1675 Broadway, 4th Floor, New York, NY 10019, US · 505 Sansome Street, 8th Floor, San Francisco, CA 94111, US · 100 Federal Street, 6th Floor, Boston, MA 02110, US · 2711 N Haskell Ave, Suite 1500, Dallas, Texas 75204, US · 22 Rue des Bruyéres, Luxembourg, Howald L-1274, LU
How many Finance & Accounting jobs are open in Raleigh, NC right now?
There are currently 938 open finance & accounting positions in Raleigh, NC listed on Clera. New openings are added daily as companies post roles.
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Companies currently hiring include First Citizens Bank, North Carolina State Employees Credit Union, Truist, Enact Mortgage Insurance, Symmetry Financial Group, among others. Browse the listings above to see every active employer.
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