Internal Accounting Tax Manager

Department Overview

The Internal Accounting ("IA") Department is responsible for the financial and tax reporting of Firm leadership investment portfolios. Its goal is to provide reliable and timely information enhancing leadership’s ability to make investment decisions. Critical functions within the IA Department include cash management, business and accounting records maintenance, and tax/estate planning. The IA Department collaborates closely with Firm leadership, Executive Administration, Strategic Accounting & Finance, Treasury and Tax to deliver information that meets or exceeds the high standards of the Firm.

• Hiring Manager: Senior Controller
• Department: Internal Accounting
• Department Overview: The Internal Accounting ("IA") Department is responsible for the financial and tax reporting of Firm leadership investment portfolios. Its goal is to provide reliable and timely information enhancing leadership’s ability to make investment decisions. Critical functions within the IA Department include cash management, business and accounting records maintenance and tax/estate planning. The IA Department collaborates closely with Firm leadership, Executive Administration, Strategic Accounting & Finance, Treasury and Tax to deliver information that meets or exceeds the high standards of the Firm.

• Leading the development and execution of quarterly tax estimated projections and overseeing payment filings
• Managing the review process for complex individuals, trusts, partnerships and corporate tax returns. Synthesizing the findings into summary memorandums for Principals and family members.
• Directing coordination with external tax accounting firms on document procurement, preparation workflows, notices, filings and audits
• Cultivating relationships with outside tax accounting firms and internal groups such as Legal, Tax, Executive Administration and Strategic Accounting & Finance
• Overseeing the tax document tracking process (1099, 1098, K-1, joint filer, PFIC) and ensuring the timely resolution of any missing documentation
• Responding to correspondence from taxing authorities
• Supervising real estate tax payments, charitable contributions and provide other supporting schedules for tax preparers
• Managing the processing of political and charitable contributions, including coordinating compliance approvals, pledge maintenance, and internal reporting
• Developing and maintaining investment tax basis tracking, trust DNI, New York state allocation, tax basis financial statements and other schedules / deliverables
• Monitoring real estate cost basis reporting and ensure compliance with Qualified Opportunity Fund (QOF) requirements
• Coordinating and approving all other tax-related filings and payments (ex. payroll, etc.)
• Overseeing internal Form 1099 preparation and ensure accuracy and timeliness of all required tax filings
• Developing and implementing tax planning strategies (investment placement, carry forward utilization, etc.)
• Coach/Mentor Senior Tax Accountant

• Bachelor’s degree in Accounting (CPA preferred)
• 7+ years of relevant tax experience in the financial services industry (mix of public accounting and industry a plus)
• Strong existing tax knowledge of partnership taxation and tax reporting requirements
• Superb written and verbal communication skills
• Results oriented, strong project management skills including the ability to drive people and projects to completion
• Comfort with and prior experience in a fast paced and high growth environment – candidate should possess excellent organizational skills with the ability to handle numerous projects at a time and prioritize as appropriate
• Highly meticulous, detail oriented and process driven
• Takes initiative with a strong emphasis on a team-orientated mentality
• Strong Excel skills and knowledge of Microsoft Office
• Sage Intacct experience a plus
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

• Leadership:
  Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence…