Company Background:
This company is one of the most experienced global growth private equity firms. They have extensive years of experience helping to scale companies in targeted sectors within their five core industries of technology, healthcare, financial services, consumer and business services. The company invests in profitable, growing companies with opportunities for sustained growth.
The company’s global team have one core objective: to help build great companies. The company’s culture encourages collaboration and creating opportunities. As a partner to their portfolio companies, they believe their deep domain experience and dedicated resources allow them to identify strategic acquisitions, recruit high-impact talent and provide targeted, informed guidance, market intelligence, and strategic and tactical support, helping companies accelerate growth and achieve lasting shareholder value.
This company is an equal opportunity employer committed to diversity and inclusion. The firm is pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Native American status or any other legally-protected factors.
Position Overview:
The Senior Tax Associate represents a challenging and dynamic opportunity in an expanding tax department of a global private equity firm. You will be integrally involved in the tax compliance process, where you will be exposed to complex deals, entity structures and tax transaction reporting and will work closely with Big 4 firms. Working alongside a tax team of five and reporting to a Tax Manager and the Director of Tax, this role will have a hand in the team’s growth and continuing to improve processes.
Specific Responsibilities Include:
Tax Return Preparation & Review
Assist with of the tax return preparation and review process for over 300 entities, including:
the calculation of year end K-1 taxable income estimates
the review of federal and state tax return extension calculations
the preparation and review of the workpapers supporting the Fund tax returns, including the review of transactions to identify appropriate tax reporting.
the preparation and review of the workpapers supporting the General Partner, Management Company and Co-Investment entities’ tax reporting.
Review of K-1s prior to issuance and tax returns prior to filing
Work with the Tax Team to:
Evaluate opportunities for improving their current tax processes
Coordinate the tax engagement with Big 4 tax preparers
Other
Work with the Tax team and Fund Accounting as needed to obtain the necessary information related to investment structures and portfolio companies to ensure proper tax reporting on the tax returns
Respond to partners with K-1 questions and/or requests for additional tax disclosure
Assist with FDAP withholding on Fund and General Partner distributions
Assist in the preparation of ECI quarterly withholding
Assist with FATCA and CRS analysis and filings
Assist with Preparing & Reviewing Foreign Bank accounts for all entities and related filings
Review federal and state tax controversy items
Job Qualifications:
Minimum of three years of tax experience (private equity tax experience preferred)
Big 4/large firm experience a plus
Strong knowledge of partnership accounting and taxation is a must
Strong computer skills, including MS Office and complex Excel formulas
Solid communication skills, both written and verbal
Strong analytical, interpersonal and organizational skills
Characteristics of an Outstanding Performer:
A bright, creative and confident professional who has a sense of urgency, intellectual curiosity and is able to support sustained growth by improving systems and procedures
A hard worker who is motivated to do whatever it takes to get the job done
A self-starter who takes initiative and applies judgement with tasks and projects and has the ability to handle multiple responsibilities
A person who is flexible and who doesn’t draw finite lines around responsibilities
A dedicated, detail-oriented, enthusiastic and energetic professional who has a high degree of service orientation towards everyone inside and outside the organization
A high standard of integrity, character and professionalism
An ability to prioritize workflow in a challenging and evolving environment
An ability to work both independently and as part of a team
An ability to positively interact with all levels of partners and staff
Other Requirements: This Firm is requiring all of its new employees who regularly work at the Firm’s offices or attend Company-related events/meetings to be vaccinated against COVID-19. However, when an employee cannot be vaccinated because of a disability or a sincerely held religious belief, practice or observance, the Firm will consider whether a reasonable accommodation is required by applicable law. If you believe that you cannot be vaccinated because of a disability or a sincerely held religious belief, practice or observance, you may request an accommodation. Otherwise, you will need to provide proof of your COVID-19 vaccination prior to commencing employment.
Compensation and Current Benefits:
A highly competitive package that includes a base salary plus annual performance
bonus
Company pays 100% of medical, dental, disability and life insurance coverages
Company contributes 15% of compensation to employee-dire