Tax Manager - Funds
Regal Executive SearchLos Angeles, CA
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Job Description
Tax Manager - FundsResponsibilitiesThe Tax Manager will be responsible for coordinating and overseeing projects and work streams designed to transform the funds tax reporting function, with an emphasis on providing real-time tax data and analytics to streamline reporting and inform decision making. The candidate will work closely with other personnel in accounting, tax and IT along with our outside tax/accounting service providers to ensure that accounting, legal entity, and investor information is tax-sensitized and validated to ensure accurate tax reporting across various large global and domestic private equity, mezzanine financing, distressed debt, real estate and marketable securities partnerships.Additional responsibilities include:
- Leading in project management, management of tax issues, and strategic planning;
- Reviewing and calculating the book/tax differences and reviewing partner allocations;
- Reviewing calculations of market discount, OID and interest accruals;
- Analyzing reorganizations of underlying debt and equity investments to determine the proper tax treatment;
- Preparing tax packages for funds and lower-tier LLCs, including reconciling of income items and capital accounts;
- Providing tax estimates to Clients and General Partners;
- Addressing large number of Client's requests and inquiries;
- Analyzing withholding issues that impact partners and the partnerships' global investments;
- Reviewing state withholding taxes;
- Drafting correspondence with state and federal tax authorities;
- Managing audit responses and documentation for all aspects of audits; and
- Assisting in the analysis of cross-border acquisitions and dispositions to determine proper tax treatment for US purposes.
- 5+ years of relevant tax experience.
- Strong knowledge of general accounting, with knowledge of financial investment issues being a plus.
- The candidate must be proficient in Microsoft Excel and Word.
- The successful candidate will have outstanding initiative, an eagerness to learn and a strong work ethic.
- The candidate must be customer oriented and have excellent verbal and written communication skills.
- He/She will be self-driven, team-oriented and must possess strong integrity and professionalism.
- Familiarity with and understanding of a busy tax season.
- A Bachelor's degree relevant to position, a Master's degree a plus.
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FAQs About Tax Manager - Funds Jobs at Regal Executive Search
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This job at Regal Executive Search is located in Los Angeles, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
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