Entry-Level Tax Staff Accountant – Tax Compliance

Job Description

Tax Staff Accountant | Gen II Fund Services

The Tone:
This is a full-time, entry-level role at Gen II Fund Services, LLC, a leading global independent private equity fund administrator. The company administers over $1 trillion of private capital for its clients across 14 offices in the US, Canada, and Europe. This role is vital for individuals to join a growing team of professionals, actively contributing to tax compliance services for numerous client engagements. The position supports fund sponsors in effectively managing their operational infrastructure, financial reporting, and investor communications.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid – US Offices
• Pay: $65000–$80000 yearly
• Team: Growing team of professionals
• Mission: Ensure accurate and timely tax compliance services for private equity fund clients.
• Tech Stack: Microsoft Office applications, Thomson Reuters GoSystems

What You’ll Actually Do
• Client Understanding: Obtain a detailed understanding of client partnership agreements to apply them to deliverables and create tax-carried interest computations.
• Compliance Review: Review and validate various W-8 forms (W-8BEN, W-8BEN-E, W-8EXP, W-8IMY) to properly administer treaty claims for reduced U.S. withholding tax.
• Tax Preparation: Prepare federal and state tax returns, associated workpapers, and calculate quarterly estimated tax payments.
• Client Support: Fulfill ad-hoc tax compliance requests from clients, partners, and investors, and prepare responses to state and federal tax notices.
• Coordination: Coordinate with external auditors and tax reviewers on client engagements.

The Must-Haves
• Background: Entry-level position requiring a Bachelor’s degree in Accounting and a Master’s degree in Tax, JD, and/or LLM, with a minimum of 150 credit-hours.
• Experience: CPA candidate with proficiency in Microsoft Office applications, demonstrating meticulous attention to detail and the ability to multi-task and meet deadlines.
• Skills: Excellent verbal and written communication skills, strong organizational and analytical abilities, and the capacity to thrive both independently and as part of a team.
• Bonus: CPA certification, understanding of U.S. partnership taxation, understanding of U.S. corporate taxation, and proficiency with Thomson Reuters GoSystems.