Entry-Level Tax Staff Accountant

Job Description

Tax Staff Accountant | Gen II Fund Services

The Tone:
This is a full-time, entry-level role at Gen II Fund Services, located in one of our US offices and requiring a hybrid schedule of three days in-office and two days remote. Gen II is a leading global independent private equity fund administrator, overseeing more than $1 trillion in private capital for a diverse client base across various asset classes. This position is vital for delivering comprehensive tax compliance services, directly supporting client engagements, financial reporting, and investor communications. The Tax Staff Accountant plays a key role in maintaining the institutional-grade infrastructure and best-in-class service that Gen II is known for within the private equity fund administration industry.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid (US Offices)
• Pay: $65000–$80000 yearly
• Mission: Ensure accurate and timely tax compliance services for a diverse range of client engagements.
• Tech Stack: Microsoft Office applications, Thomson Reuters GoSystems

What You’ll Actually Do
• Client Understanding: Obtain a detailed understanding of client partnership agreements and apply this knowledge to deliverables, including creating tax-carried interest computations.
• Compliance Review: Review and validate Forms W-8BEN, W-8BEN-E, W-8EXP, and W-8IMY to properly administer treaty claims for reduced U.S. withholding tax.
• Tax Preparation: Prepare federal and state tax returns along with their associated workpapers.
• Payment Calculation: Calculate quarterly estimated tax payments for clients.
• Ad-Hoc Support: Meet ad-hoc tax compliance requests from clients, partners, and investors.

The Must-Haves
• Background: Entry-level professional holding a Bachelor’s degree in Accounting and a Master’s degree in Tax, JD, and/or LLM, ensuring a minimum of 150 credit-hours of relevant education.
• Experience: Demonstrated proficiency with Microsoft Office applications, particularly Excel, and actively pursuing CPA certification, indicating a commitment to professional growth and expertise in the field.
• Skills: A strong work ethic, meticulous attention to detail crucial for accurate tax compliance, excellent verbal and written communication skills for client and internal interactions, robust organizational and analytical abilities to manage complex tax data, and the capacity to effectively multi-task and meet demanding deadlines while thriving both independently and collaboratively within a team environment.
• Bonus: Possession of CPA certification, a foundational understanding of U.S. partnership taxation, knowledge of U.S. corporate taxation principles, and proficiency with Thomson Reuters GoSystems for tax preparation.