Gen II is seeking entry-level tax staff accountants to join our growing team of professionals. These individuals will be actively involved in the tax compliance services noted below on multiple client engagements.
Tasks and responsibilities:
• Obtain a detailed understanding of the client’s partnership agreement(s) and how to apply it to deliverables, including creating tax-carried interest computations
• 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
• Prepare federal and state tax returns and associated workpapers
• Calculate quarterly estimated tax payments
• 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
• Other assigned projects
Qualified candidates will possess the following experience and qualities:
Required attributes:
• Bachelor’s degree in Accounting and Master’s degree in Tax, JD and/or LLM (150 credit-hours minimum)
• CPA candidate
• Strong work ethic
• Proficiency with Microsoft Office applications
• Meticulous attention to detail
• Ability to multi-task and meet deadlines
• Excellent verbal and written communication skills
• Strong organizational and analytical skills
• Thrive independently and as part of a team
Desired attributes:
• CPA certification
• Understanding of U.S. partnership taxation
• Understanding of U.S. corporate taxation
• Proficiency with Thomson Reuters GoSystems
The salary range for this position is $65,000-$80,000, in addition to a comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.
Work Arrangement
All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.
About The Company
Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with 14 offices across the US, Canada and Europe. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.
Key Facts:
• Administering over $1T in assets
• Servicing nearly every significant investor in the asset class
• Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model
• The most experienced and best performing team in the industry
gen2fund.com
Requirements
Must-haves
Gen II is seeking entry-level tax staff accountants to join our growing team of professionals. These individuals will be actively involved in the tax compliance services noted below on multiple client engagements.
Obtain a detailed understanding of the client’s partnership agreement(s) and how to apply it to deliverables, including creating tax-carried interest computations
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
Prepare federal and state tax returns and associated workpapers
Calculate quarterly estimated tax payments
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
Other assigned projects
Qualified candidates will possess the following experience and qualities:
Bachelor’s degree in Accounting and Master’s degree in Tax, JD and/or LLM (150 credit-hours minimum)
CPA candidate
Strong work ethic
Proficiency with Microsoft Office applications
Meticulous attention to detail
Ability to multi-task and meet deadlines
Excellent verbal and written communication skills
Strong organizational and analytical skills
Thrive independently and as part of a team
CPA certification
Understanding of U.S. partnership taxation
Understanding of U.S. corporate taxation
Proficiency with Thomson Reuters GoSystems
Work Arrangement
Nice-to-haves
None flagged.
Application prep
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