What are the responsibilities and job description for the Private Equity Tax Accountant position at TriSource?
Duties/Responsibilities of Position:
The duties of this position include but are not limited to:
- Serve as a first level point of contact with external Tax Service Providers.
- Assist PE Tax Manager with coordinating the delivery of K-1s across Private Equity Feeder Funds and other Alternative Investment Funds.
- Assist and collaborate as needed with team members from Brown Advisory’s other alternative investment products (Venture Capital, Hedge Funds, Direct Investments, etc.).
- Liaise with the Fund Administration, Client Service Teams, and third-party fund administrator to coordinate delivery of accounting packages, partner allocations, underlying fund K-1s, investor information to external tax preparer.
- Prepare and maintain schedules for K-1 tracking, foreign investor reporting info, stock distributions, partner transfers, state filing information, partner address changes, etc.
- Coordinate the timely filing of the feeder fund tax returns, tax payments, and annual filing fees.
- Prepare and file personal property tax returns and other ad-hoc regulatory filings as required.
- Track and timely address federal and state tax notices.
- Conduct tax research as required.
- Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, participating in professional organizations.
Your Education, Technical Skills and Experiences Need to Include:
- 1-3 years experience
- Minimum of a bachelor’s degree in accounting or another related field
- CPA License preferred but not required.
- Prior experience with Partnership Tax Compliance preferred.
- Tax research experience
- Excellent interpersonal, oral, and written communication skills
- Excellent time management and high attention to detail of a large volume of deliverables
Salary : $75,000 - $85,000
