Tax Manager - Single Family Office
Responsibilities:
- Assist in preparation of weekly YTD tax projections
- Assist in preparation of weekly deferred tax asset and liability calculations
- Perform reconciliations of Form 1099s and K-1s and PFICs and identify initial and final tax documents
- Maintain and update a tax calendar and filing status of all tax compliance
- Track foreign tax credits from 1099s, K-1s and brokerage data
- Preparation of foreign tax summary
- Assist in preparation of foreign tax reclaimable tax forms
- Preparation of tax workpapers for each tax return
- Preparation of a tax summary for each tax return
- Maintain and update books and records for each tax filing entity
- Preparation of tax basis worksheet for each K-1 investment and track non-preferentially taxed items and preferentially tax items separately
- Maintain and update ownership schedules
- Maintain and update foreign currency gain and loss schedules
- Perform an initial review of all tax returns
- Work directly with outside accountants
- Review various state annual filings
Qualifications:
- Bachelor's Degree in Accounting
- CPA license is preferred but not required
- 5-10 years of tax compliance experience within public accounting (public/private a plus)
- Midsize CPA firm experience is preferred
- Investment management industry experience is required
- Knowledge and experience with partnership taxation, 1099's, and K-1's.
- Detail oriented
- Strong computer skills
- Strong interpersonal, verbal/written communication and organizational skills
- Maintain high degree of confidentiality, ethics and professionalism