AVP Tax Accountant

Job Title:

AVP - Tax Compliance

Job Description:

Responsibilities

• Coordinate and oversee the fund federal and state tax compliance, as well as Schedule K-1 and tax estimate reporting.
• Reconcile and review investor demographics necessary for K-1 preparation and resolve source data discrepancies with third parties.
• Monitor various internal and external calendars for different stakeholders such as Investor Relations, Sales teams, and Client Relationship managers, and adhere to client service expectations.
• Manage the collection and distribution of tax information from underlying funds.
• Coordinate multiple third-party tax preparers and administrators in the review of the fund investment tax returns and preparation of K-1s.
• Review tax allocations along with tax forms: 1065, 1120/1120-F, 1042/8804, 8821, 8865/5471, 8621, 1099s, and foreign and state withholding calculations.
• Coordinate payments and deposits as needed for funds.
• Respond to federal and state tax notices for the funds and coordinate any payment requests.
• Monitor and perform to service level expectations and escalate to keep processes on time.
• Manage a high volume of client and investor inquiries on tax matters.
• Document and maintain procedures, workflows, and metrics.
• Identify opportunities for process improvements.
• Participate in industry regulatory and tax forums.

Company Requirements:

Qualifications

• Bachelor’s degree in accounting or finance
• 5-10 years tax experience
• CPA or master’s degree in tax is a plus
• Understand investment partnership taxation
• Strong excel skills
• Comfortable learning new systems and technology
• Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment
• Strong verbal, written, and interpersonal communication skills
• Willing to learn new topics and work in an evolving business environment
• Organized, self-motivated, and detail-oriented with ability to see the big picture