Overview
An independent investment management and strategic advisory firm is looking to hire 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 Tax Senior position within the Baltimore office location. This position will be responsible for tax compliance and reporting and leading strategic tax projects. 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 preparers.
- Assist Tax Managers with planning and managing the income tax compliance for the firm and firm-sponsored PE feeder and alternative investment funds.
- Serve as first level reviewer on US income tax returns and provisions prepared by external tax preparers
- Maintain audit-ready work papers and identify and eliminate inefficient tax compliance process.
- Assist in the review and delivery of approximately 15,000 K-1s related to the firm’s holding company and 250+ PE feeder and alternative investment funds.
- Liaise with Equity Team and Client Service Teams to gather partner demographic data, including W-9 and W-8BEN, partner transfers, and state filing information.
- Coordinate with the Fund Administration team and third-party fund administrator concerning accounting packages, partner allocations, underlying fund K-1s, investor information, and other necessities for the PE feeder and alternative investment funds tax preparation.
- Assist in the preparation of personal property tax returns and other ad-hoc regulatory filings.
- Cultivate strong working relationships with key stakeholders particularly within Accounting & Finance, Legal and Compliance, Human Resources, Technology, as well as with external tax advisors.
- Conduct tax research and make recommendations on complex tax matters.
- Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, participating in professional organizations.
Skills, Knowledge & Experience
- 4 years of public accounting or in-house tax experience
- Minimum of a Bachelor’s degree in accounting, taxation, law or other related field
- CPA License preferred
- Prior experience with Corporate or Partnership Tax Compliance
- Excellent tax research skills
- Considerable tact, diplomacy and people skills
Person Specification
- Be a leader. This is a challenging position that requires strong team management skills, the ability to foster robust relationships, and a commitment to professionalism and collegiality.
- Be dependable. You have the ability to work independently and balance multiple projects and processes simultaneously.
- Be thorough and accurate. This role demands strong attention to detail, sound judgment, and the capacity to work in a fast-paced environment.
- Be proactive. Seek innovative methods to improve tax processes and systems through automation. Adaptability to changing circumstances and regulatory changes for both US and international tax regimes is a must.
- Embrace collaboration. This role calls for strong cross-functional collaboration on complex operational business solutions. Simplifying and communicating complex tax issues across functional areas, including operations, technology, legal and compliance, and accounting and finance, is essential.
- Be flexible and adaptable. Maintain a positive attitude and a keen desire to consistently evolve the tax function..
- Be client focused. Aspire to deliver the highest level of service and support to the team members across the organization and clients.
Additional Information & Benefits
- Medical
- Dental
- Vision
- Wellness program participation incentive
- Financial wellness program
- Gym membership discounts
- Fitness event fee reimbursement
- Corporate gym membership discounts
- Colleague Assistance Program
- Telemedicine Program (for those enrolled in Medical)
- Adoption Benefits
- Daycare late pick-up fee reimbursement
- Basic Life & Accidental Death & Dismemberment Insurance
- Voluntary Life & Accidental Death & Dismemberment Insurance
- Short Term Disability
- Paid parental leave
- Group Long Term Disability
- Pet Insurance
- 401(k) (50% employer match up to IRS limit, 4 year vesting)
