Summary
The Senior Tax Manager position will have the primary responsibility to review different aspects of the hedge fund, BSL CLO and private equity partnership tax compliance work.
Company Information:
Hedge Fund
Job Description:
- Review complex partnership book-to-tax securities adjustments, tax allocations, state apportionment and withholding tax computation for hedge funds, BSL CLOs and private equity funds
- Review federal/state partnership K-1s, PFIC statements, income tax returns, foreign reporting forms, and quarterly income tax projections
- Review SPV partnership and corporations’ federal/state tax returns and quarterly estimates
- Compile and review SPV corporation’s quarterly tax accruals
- Monitor internal and external tax deliverable deadlines and set up priorities on various assignments
- Establish contacts and work as a point person with outside tax administrators and accounting firms for timely releasing of the K1s and filing of all tax returns
- Be able to utilize on-line tax research software to research certain tax compliance issues for the Funds and special purpose vehicles
- Liaison with investor relations group for investor tax questions and issues
- Work closely with accounting and operations group to streamline information flows and special reporting for tax efficiency
Requirements / Qualifications:
- 5-15 Years of Public (with HF) or Combo HF Tax Experience
- CPA or Parts Passed Preferred, Not Required
- 4x a Week in Stamford, CT
- Up to $225K Base, $300K TC
- 5-8 Years: Tax Manager
- 8+ Years: Tax Senior Manager
