Tax Specialist

Our client is a technology driven, multi-asset investment firm operating on a global scale. The Tax Specialist will be responsible for overseeing US tax compliance for partnerships, tax estimates and distributions, indirect taxes, tax research, and various planning projects.

Responsibilities

Prepare tax return workpapers, M-1s, and allocations; Maintain and review partnership allocations, 743/734 adjustments, and maintain partnership tax capital accounts; Assist in calculating quarterly tax estimates and partner distributions; Review partnership tax returns and K-1s prepared by third-party service providers; Provide support for tax compliance including sales and use tax, VAT, GST; Research and analyze complex tax issues; Monitor legislative and regulatory developments impacting partnerships

Requirements

Bachelor’s degree in accounting or finance; 4-6 years of related tax experience; Experience with partnership taxation required; Proficient in preparing partnership allocations, tax adjustments, and workpapers; Ability to perform a detailed review of Form 1065 and Schedules K-1 and K-3

Nice to have

Experience with Workday as an accounting system preferred; Familiarity with indirect tax compliance and planning strategies preferred