What are the responsibilities and job description for the Senior Tax Accountant position at Conexus?
Our investment firm client, in partnership with Conexus Recruiting, seeks a talented Senior Tax Accountant to join their Corporate Finance and Accounting Team. This role is a newly created role, reflecting a substantial increase in their Assets Under Management (AUM). The Accounting Manager reports to the CFO.
For the talented Corporate Accounting professional who wants to work at an investment firm with extraordinary growth the past decade, this is a tantalizing role to consider and a sliding doors moment to advance your career.
Job Title: Senior Tax Accountant
Location: near Santa Monica, CA
Job Status (direct hire, consulting, consulting with possibility of hire) – This role is a direct hire role.
Job Site Status (onsite/hybrid/remote) – Our client has a hybrid job site status of four (4) days/week in the office.
Compensation – Salary range is estimated at $110,000 to $120,000/year. A general bonus is part of the all-in compensation package, as par for the course for financial services companies (estimated all in at $135,000/year to $150,000/year. Our client offers health insurance, 401(k) plan, and paid time off (PTO).
RESPONSIBILITIES OF THE SENIOR TAX ACCOUNTANT
Tax (Planning and Provisions)
- Perform tax withholding analysis on income distributions to investors.
- Address investor questions on taxes.
- Ensure compliance with Tax Compliance Acts
- Prepare taxable income estimates and forecasts (provisions).
- Mitigate tax risks on all restructuring and acquisition transactions.
Tax (Filings)
- Prepare and review corporate tax returns and compliance filings, including annual 1099s and 1042s.
- Ensure tax payments and refunds within deadlines.
- File for limited partnerships, and limited liability companies.
- Review book/tax differences and partner allocations.
- Analyze equity/debt reorganizations to determine tax treatment and disclosures.
- Review market discount/original issue discount calculations for accuracy.
- Review Schedule K-1.
Tax (Compliance)
- Ensure compliance with federal and state tax regulations.
- Collaborate with external auditors during tax provisions audits.
Miscellaneous
- Work with the accounting team to prepare financial reports.
- Accept all relevant tasks as given by upper management.
QUALIFICATIONS OF THE SENIOR TAX ACCOUNTANT
Required
- Bachelor’s degree in accounting, Finance, or a comparable major.
- At least five (5) years of total tax experience, of which at least three (3) years of employment at a Big 4 Accounting Firm.
Preferred
- CPA
SKILLS OF THE SENIOR TAX ACCOUNTANT
Required
Interpersonal
- Initiative-taker who can take the initiative and work with minimum supervision.
- Superb analytical and critical thinking skills.
- Diligence and accuracy.
- Impeccable communication skills.
For further information, submit your resume to mark.w@conexusrecruiting.com. All inquiries will be kept in the strictest confidence.
Salary : $110,000 - $120,000
