Sr Investment Tax Specialist
Job ID: BH345894
Specialty: Accounting & Finance
The Sr. Investment Tax Specialist ideally possess alternative investment operational experience; either in fund accounting or financial reporting, partnership tax experience is preferred. The strong candidate will have an attention to detail and a team attitude.
Responsibilities : Prepare and review investment security analysis. Work with Financial Reporting and Fund Accounting teams. Clear audit points. Prepare the income tax allocations to each partner. Aware of specially allocated items. Application of incentive and management fees. Coordinate with the funds structure to understand the flow through of income and expense items properly. Analyze the fund’s investments and report on any reportable transactions that are required to each investor properly. Prepare, using tax software application, federal and state returns. Clear audit points. File return on behalf of the client with federal and local tax agencies. All deliverables must be calculated accurately and within prescribed deadlines; Must comply with other internal control procedures as required. Escalate issues to your direct report in a timely manner.
Qualifications : BS/BA degree in Accounting/Finance or equivalent work experience. Demonstrate ability to perform difficult reconciliations. Strong client service skills. Ability to understand financial statements and fund accounting reports and spreadsheets. Proficiency in Microsoft Excel and Word needed. Ability to conceptualize and execute projects and initiatives through to completion. Creative problem-solving skills, including the ability to identify, recommend, and implement solutions for tax-related client issues
The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.