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$65k–$80k/yr
Full-time
bachelor degree, postgraduate degree
Comprehensive benefits package
Posted 32d ago
~40 hrs/week
Responsibilities
The tax staff accountant will prepare federal and state tax returns, calculate quarterly estimated tax payments, and manage tax compliance for various client engagements. They will also coordinate with external auditors and respond to tax notices while ensuring compliance with partnership agreements.
Requirements
Candidates must hold a bachelor's degree in accounting and a master's degree in tax, JD, or LLM, and be a CPA candidate. Proficiency in Microsoft Office and strong analytical and organizational skills are required for this role.
Full job description
Gen II is seeking entry-level tax staff accountants to join our growing team of professionals. These individuals will be actively involved in the tax compliance services noted below 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 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
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
Other assigned projects
Qualified candidates will possess the following experience and qualities:
Required attributes:
Bachelor’s degree in Accounting and Master’s degree in Tax, JD and/or LLM (150 credit-hours minimum)
CPA candidate
Strong work ethic
Proficiency with Microsoft Office applications
Meticulous attention to detail
Ability to multi-task and meet deadlines
Excellent verbal and written communication skills
Strong organizational and analytical skills
Thrive independently and as part of a team
Desired attributes:
CPA certification
Understanding of U.S. partnership taxation
Understanding of U.S. corporate taxation
Proficiency with Thomson Reuters GoSystems
The salary range for this position is $65,000-$80,000, 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 US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) 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 US, 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 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
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
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