Job Description
Gen II Fund Services is one of the largest global independent private equity fund administrators, and they are seeking entry-level tax staff accountants to join their growing team. The role involves tax compliance services on multiple client engagements, including preparing tax returns and coordinating with external auditors. Responsibilities Obtain a detailed understanding of the client’s partnership agreement(s) and 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 Skills 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 bolthires 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 Benefits
Comprehensive benefits package Company Overview Gen II Fund Services provides highly customized, client-centric accounting and administrative services to the private equity industry. It was founded in 2009, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is