Sr Tax Accountant

Who is Gen II?
With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.

Careers mean more at Gen II - more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally, allowing you to achieve your career aspirations with us.

Be part of our community that recognizes achievements, promotes from within, and receives meaningful benefits which focus on your physical, mental, and financial well-being.

Gen II is seeking senior level tax accountants to join our growing team of professionals. You will be actively involved in the tax compliance services for client engagements including private equity funds, private equity fund of funds, SBIC funds, and family office private equity programs.

• Obtain a detailed understanding of the client’s partnership agreement(s) and how to apply it to deliverables, including creating and reviewing tax carried interest computations
• Review and validate Forms W-8
  
  BEN, W-8
  
  BEN-E, W-8
  
  EXP, and W-8
  
  IMY to properly administer treaty claims for reduced U.S. withholding tax
• Prepare federal and state tax returns and associated work papers
• Calculate quarterly estimated tax payments
• Research and respond to various client requests
• Meet ad-hoc tax compliance requests from clients and partners/investors
• Prepare responses to state and federal tax notices
• Coordinate with external auditors and tax reviewers
• Progressive responsibilities to include supervision, training, and evaluation of less experienced accounting staff and first level review of all tax work papers and deliverables
• Other assigned projects

• Bachelor’s or master’s degree in accounting (150 credit-hours minimum)
• Minimum 2 years of experience
• Understanding of U.S. partnership taxation
• CPA candidate
• Proficiency with Microsoft Office applications
• Ability to multi-task and meet deadlines
• Strong work ethic
• Excellent verbal and written communication skills
• Strong organizational and analytical skills
• Thrive independently and as part of a team

• CPA certification
• Advanced degree such as Master’s in Taxation, JD, and/or LLM
• Understanding of U.S. international taxation rules associated with ECI, Branch Profits Tax, FDAP, FATCA, and FIRPTA
• Understanding of U.S. corporate taxation
• Prior supervisory experience
• Private equity work experience
• Tax work experience with an emphasis in partnership and/or international tax matters
• Proficiency with Thomson Reuters Go System

The salary range for this position is $85,000 - $115,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.