Senior Tax Associate AWM

Role would include preparation/review of US federal & state partnership tax returns for marquee clients in the dynamic and expanding asset & wealth management (AWM) industry.

Required skills:

Federal and state partnership tax return compliance including forms 1065, k-1 & k-3, 1042 etc.

Tax adjustments relevant to private equity and hedge funds including wash sales, straddles, PFICS, currencies etc.

Corporate tax compliance

Funds & investment portfolios

Partnership tax

State partnership tax compliance.

Corporate tax return compliance - domestic

Partnership tax return compliance

Us corporate tax compliance

Preferred Experience/Working Knowledge:

Extensive knowledge of partnership tax compliance (Form 1065, Schedule K-1, allocations, etc.)

Familiarity with forms typical to the Asset & Wealth Management industry (AWM)

(Schedule D, M-3, Forms 8949, 6781, 8621, 8886, 5471, 8865)

Understanding of state tax return filing requirements - residency and state sourced income

Ability to identify U.S. reporting obligations for foreign partnerships.

Understanding of foreign withholding requirements for FDAP, ECI, and FIRPTA income

Ability to identify & research complex tax issues.

Knowledgeable of Tax Reform impact on AWM

Familiarity with financial services industry (PE, Hedge, FoF, JV, RE - operating partnerships and JVs, REITs, or RICs/Mutual Funds) and a firm grasp of investors allocation

Excellent time management skills & focus on on-time delivery of quality work

Hard-working, team-player, who is able to manage both a large team with multiple ongoing projects/funds and work independently.

Provide oversight for ongoing tax compliance activities.

CPA/EA or licensed attorney preferred.

Ideally a candidate with Big 4 experience

Focus Area

Tax Compliance, Tax Consulting

Minimum Degree Required:

Bachelor's degree

Required Fields of Study:

Accounting

Overall Experience

Min of 3 years