Entry-Level Tax Staff Accountant

Job Description

Tax Staff Accountant | Gen II Fund Services

The Tone:
This is an entry-level, full-time hybrid role at Gen II Fund Services, open to US employees. Gen II is one of the largest global independent private equity fund administrators, managing over $1 trillion in private capital for clients. This position is crucial for ensuring accurate and timely tax compliance across multiple client engagements, supporting the firm’s robust operational infrastructure and financial reporting needs.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid (US)
• Pay: $65000–$80000 yearly
• Mission: Provide essential tax compliance services for multiple private equity fund clients.
• Tech Stack: Microsoft Office applications, Thomson Reuters GoSystems (desired)

What You’ll Actually Do
• Partnership Agreements: Obtain a detailed understanding of client partnership agreements to apply them to deliverables, including creating tax-carried interest computations.
• Withholding Tax Compliance: 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 Return Preparation: Prepare federal and state tax returns along with their associated workpapers.
• Estimated Tax Calculations: Calculate quarterly estimated tax payments for clients.
• Client Communication: Meet ad-hoc tax compliance requests from clients and partners/investors, and prepare responses to state and federal tax notices.
• Audit Coordination: Coordinate with external auditors and tax reviewers as needed for client engagements.

The Must-Haves
• Background: Master’s degree in Accounting, Tax, Law (JD), or LLM, meeting the 150-credit hour requirement, for an entry-level position in tax compliance.
• Experience: CPA candidate status is required. Proficiency with Microsoft Office applications.
• Skills: Meticulous attention to detail; strong organizational and analytical skills; excellent verbal and written communication abilities; ability to multi-task and meet deadlines while working independently and as part of a team.
• Bonus: CPA certification; understanding of U.S. partnership taxation; understanding of U.S. corporate taxation; proficiency with Thomson Reuters GoSystems.