Senior Tax Associate

  • location: New York, NY
  • type: Contract
  • salary: $58 per hour
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job description

Senior Tax Associate

job summary:
FINANCIAL SERVICES - INVESTMENT MANAGEMENT TAX III

ROLE SUMMARY

Role would include review of US federal partnership workpapers and tax returns for a marquee client in the dynamic and expanding asset & wealth management (AWM) industry.

REQUIRED SKILLS

1. PARTNERSHIP TAX RETURN COMPLIANCE

2. INCOME TAX COMPLIANCE (PARTNERSHIP)

3. PARTNERSHIP TAX

4. PARTNERSHIPS

5. ASSET MANAGEMENT

6. US CORPORATE TAX COMPLIANCE

Preferred Skills

MICROSOFT EXCEL

EXCELLENT WRITTEN AND VERBAL COMMUNICATION SKILLS

K-1 COMPLIANCE

PRIVATE EQUITY

ASSET MANAGEMENT

REQUIRED LICENSES & CERTIFICATIONS

CPA

Enrolled Agent

ROLE DESCRIPTION

Preferred Experience/Working Knowledge

- Extensive knowledge of partnership tax compliance (Form 1065, Schedule K-1, allocations, etc.)

- Familiarity with forms typical to the AWM industry (Schedule D, M-3, Forms 8949, 6781, 8621, 8886, 5471, 8865)

- Ability to identify US reporting obligations for foreign partnerships

- Knowledgeable of Tax Reform impact on AWM industry

- Excellent time management skills & focus on on-time delivery of quality work

- Ability to identify & research complex tax issues / critical-thinker

- Hard-working, team-player, who is able to manage both a large team with multiple ongoing projects/funds and work independently

- Familiarity with financial services industry and a firm grasp of investors allocations

- CPA/EA or licensed attorney preferred

OVERALL EXPERIENCE

Min of 5 years

Required Degree

Accounting

 
location: New York, New York
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 5 Years
 
responsibilities:
ROLE DESCRIPTION

Preferred Experience/Working Knowledge

- Extensive knowledge of partnership tax compliance (Form 1065, Schedule K-1, allocations, etc.)

- Familiarity with forms typical to the AWM industry (Schedule D, M-3, Forms 8949, 6781, 8621, 8886, 5471, 8865)

- Ability to identify US reporting obligations for foreign partnerships

- Knowledgeable of Tax Reform impact on AWM industry

- Excellent time management skills & focus on on-time delivery of quality work

- Ability to identify & research complex tax issues / critical-thinker

- Hard-working, team-player, who is able to manage both a large team with multiple ongoing projects/funds and work independently

- Familiarity with financial services industry and a firm grasp of investors allocations

- CPA/EA or licensed attorney preferred

 
qualifications:
REQUIRED SKILLS

1. PARTNERSHIP TAX RETURN COMPLIANCE

2. INCOME TAX COMPLIANCE (PARTNERSHIP)

3. PARTNERSHIP TAX

4. PARTNERSHIPS

5. ASSET MANAGEMENT

6. US CORPORATE TAX COMPLIANCE

Preferred Skills

MICROSOFT EXCEL

EXCELLENT WRITTEN AND VERBAL COMMUNICATION SKILLS

K-1 COMPLIANCE

PRIVATE EQUITY

ASSET MANAGEMENT

REQUIRED LICENSES & CERTIFICATIONS

CPA

Enrolled Agent

OVERALL EXPERIENCE

Min of 5 years

Required Degree

Accounting

 
skills: CPA
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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    Senior Tax Associate

  • location: New York, NY
  • job type: Contract
  • salary: $35 - $40 per hour
  • date posted: 11/18/2019