Overview
An independent investment management and strategic advisory firm is appoint a Private Equity Tax Accountant to join its Baltimore office.
The firm is currently seeking a professional, energetic and detail oriented individual to fill the Private Equity Tax Accountant position within the Baltimore office location. The position has been created due to internal growth of the firm’s tax function and is designed to allow for rewarding career growth and opportunities for advancement within the corporate tax function of a global independent investment management and strategic advisory firm.
Key Responsibilities
- Serve as a first level point of contact with external Tax Service Providers.
- Assist PE Tax Manager with coordinating the delivery of K-1s across Private Equity Feeder Funds and other Alternative Investment Funds.
- Assist and collaborate as needed with team members from other alternative investment products (Venture Capital, Hedge Funds, Direct Investments, etc.).
- Liaise with the Fund Administration, Client Service Teams, and third-party fund administrator to coordinate delivery of accounting packages, partner allocations, underlying fund K-1s, investor information to external tax preparer.
- Prepare and maintain schedules for K-1 tracking, foreign investor reporting info, stock distributions, partner transfers, state filing information, partner address changes, etc.
- Coordinate the timely filing of the feeder fund tax returns, tax payments, and annual filing fees.
- Prepare and file personal property tax returns and other ad-hoc regulatory filings as required.
- Track and timely address federal and state tax notices.
- Conduct tax research as required.
- Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, participating in professional organizations.
Skills, Knowledge & Experience
- 1-3 years experience
- Minimum of a bachelor’s degree in accounting or another related field
- CPA License preferred but not required.
- Prior experience with Partnership Tax Compliance preferred.
- Tax research experience
- Excellent interpersonal, oral, and written communication skills
- Excellent time management and high attention to detail of a large volume of deliverables
Person Specification
- Be thorough and accurate. There are a wide range of tax/regulatory filings for which you will be responsible for the timely and accurate filing.
- Be proactive. You are eager to contribute and learn, ask lots of questions, and suggest improvements. You must be adaptable to changing circumstances and regulatory changes for both US and non-US tax regimes.
- Work independently and follow tasks through to completion, proactively seeking guidance as necessary.
