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Job Summary :
The Settlement Fund Associate is a position within the Settlement Fund group of the Tax Department. The Settlement Fund Associate is responsible for preparing fund accounting, quarterly estimated taxes, and tax returns for Qualified Settlement Funds (“QSFs”) under the oversight of managers and partners. The Settlement Fund Associate works with partners and managers to build and maintain relationships with administrators, law firms, lawyers, administrative agencies, courts, receivers, trustees and other industry leaders to provide tax support and other services. Among other important engagements, the Settlement Fund group manages the firm’s role as Tax Administrator for the U.S. Securities and Exchange Commission.
While the Settlement Fund group is part of the Tax Department, the Settlement Fund Associate is a dedicated position within the Settlement Fund group and does not work on general tax engagements for the Tax Department.
Duties / Responsibilities :
- Assist with tax-related client issues, research, and transactions.
- Communicate directly with existing clients, colleagues, and management regarding various tax matters.
- Compute taxes owed, follow tax form instructions and tax tables for federal and state income tax compliance and planning.
- Prepare income tax returns for QSFs.
- Prepare quarterly tax estimates, tax and fee reserves, consolidated fund accounting reports (CFARs), and other reports as required.
- Review financial records (e.g., bank statements) and governing documents (settlements, judgments, orders, etc.) to determine QSF tax compliance obligations.
- Review fund transactions for annual information reporting obligations (1099, 1042-S, etc.).
- Perform other related duties and projects as assigned.
Education and Experience :
Required :
Bachelor’s degree in Accounting, Taxation, or related field.Preferred :
One or two years of tax return preparation experience.Competence with UltraTax tax preparation software.CPA and / or EA certification.Master’s degree in Accounting or Taxation or JD or LL.M. in Taxation.Required Skills / Abilities :
Emotional intelligence and empathy in dealing with colleagues and clients.Able to manage multiple tasks and adapt to a fast-paced environment.Able to meet client deadlines and provide excellent client service.Committed to excellence and dedication, both internally and externally.Competence with tax compliance and research software.Detail oriented with strong analytical skills.Displays sound business and professional judgment.Excellent organizational and time management skills.Excellent written and verbal communication skills.High degree of self-motivation and self-investment.Proficient with Microsoft Office Suite or similar software.Willingness / passion to learn and be challenged.Physical Requirements :
Prolonged periods sitting at a desk and working on a computer.Must be able to lift up to 15 pounds at a time.Occasional travel to office for training.Compensation and Benefits :
Competitive Salary : We value your dedication and hard work. We offer a competitive salary of $60,000 -$70,000 annually for this role.Generous Paid Time Off : Start with 20 days and watch it grow, plus 2 extra days annually for managers.Comprehensive Healthcare : Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you.Flexible Spending Accounts & Health Savings Accounts : Manage healthcare expenses conveniently with a benefits debit card.Employee Assistance Program : Confidential support for personal or work-related challenges.Work-Life Balance :
Hybrid & Remote Flexibility : Work-life balance matters! Enjoy flexibility based on your role.Insurance Benefits : Basic life insurance, voluntary life insurance, and long-term disability coverage.Dependent Care and Pet Insurance : Covering loved ones, furry or not, with flexible spending accounts and pet insurance.Bereavement Paid Time Off : Time to grieve and heal without work worries.Sabbatical and Personal Leave Options : Recharge and refocus with time off for personal needs.Professional Development :
Social Events : Networking and unwinding at virtual and in-office firm social events.Referral Bonuses : Earn rewards for growing our team and client base.Commuter Benefits : Funds for transit and parking to ease your daily commute.Professional Development : Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker.Future Opportunities :
Retirement Plans : Tailored 401(k) Profit Sharing Plan for your financial future.Support for Professional Certifications : Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses.Leadership Development and Mentorship : Personal and professional growth through mentorship programs.Ready to embark on a fulfilling career journey with us? Join our team and unlock a world of opportunities and support!
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Salary : $60,000 - $70,000
