What are the responsibilities and job description for the Tax Associate position at Private Equity?
KEY RESPONSIBILITIES:
- Provide general support to the Tax Department, with a focus on Partners in our international offices
- Assist with individual home and host country tax filings
- Build an understanding of international tax positions worldwide (especially in the UK, Japan and India)
- Coordinate with our tax advisors and internal Finance teams to gather relevant investment details
- Perform detailed review income tax calculations (quarterly estimate payments and annual tax returns)
- Monitor and ensure advisors are meeting various local tax filing deadlines
- Coordinate with our tax advisors on matters
- Prepare responses to tax authority audits and
- Coordinate requests for additional information
- Work closely with internal Finance teams of investment funds to understand country specific tax impact to firm and Partners’ local tax filings
- Develop and maintain efficient data and document management practices within the Tax Department, both of internal and personal information
QUALIFICATIONS:
- Strong spreadsheet abilities and thorough working knowledge of Excel, including basic formula functions
- Pivot tables, compound formula functions, and basic macro creation skills are preferred
- Ability to work with various tax compliance & research tools (ex. BNA Income Tax Planner, SuperForms, ThomsonReuters Checkpoint, Adobe Acrobat, Tableau)
- Ability to handle highly confidential & sensitive information with professionalism in a busy, fast-paced environment
- Motivated, detail-oriented and organized approach
- Self-directed and proactive work ethic, with an emphasis on taking ownership of tasks
- Ability to apply knowledge to new fact patterns and develop innovative and efficient solutions without constant oversight
- Respectful and enthusiastic team attitude
- Excellent written and verbal communication skills
- Strong professional and academic achievement
REQUIRED EDUCATION:
- Bachelor’s degree in Accounting / Finance required
- 2-6 years of relevant accounting experience (Big 4 public accounting preferred)
- CPA or other designation helpful
