Associate Director, Tax

Role Overview

• Lead team on different client relationships simultaneously
• Determine milestone and maintain tax calendar to meet client deliverables
• Review Federal and State partnership tax returns (prepared using GoSystems) and work papers for hedge fund clients
• Review tax estimates for partners of funds
• Review state and foreign tax withholding payments
• Review and reconcile cumulative book to tax income and expense adjustments
• Maintain federal, state, and local tax calendar
• Review documentation to support tax return filings
• Review incentive fee reallocations and capital gain allocations via aggregation and layering
• Review tax analysis, including wash sale, constructive sale, straddle, mark to market adjustments
• Perform research of relevant tax laws, regulations and rulings to determine proper tax treatment of issues (Federal & State)
• Review and analyze company financial statements
• Manage client relationships
• Mentor team to improve their skills and help them grow as tax professionals
• Respond to tax notices

Requirements

• Bachelor’s degree in Accounting or a Master’s in Taxation
• CPA License a plus
• 10+ years of partnership tax experience
• Extensive experience with state tax filings due to resident partners, source income
• Extensive experience with state withholding tax payments and entity level taxes
• Extensive experience with reviewing partnership allocations
• Extensive experience with foreign reporting requirements

Benefits

• medical, dental, and vision coverage
• 401(k) plan with company match
• paid time off, holidays, and parental leave
• professional development reimbursement opportunity