Vice President Tax Consultant
Our client is seeking a skilled Tax Consultant to support their tax team in managing compliance, partner reporting, and complex tax filings. This is an open-ended tax job. This role offers flexibility in hours depending on seasonal needs, making it an excellent opportunity for a professional seeking both balance and meaningful work in a dynamic tax environment.
Responsibilities
- Prepare book-to-tax reconciliations and estimated tax calculations for fund and management company entities.
- Assist with tax allocations, GP carry waterfalls, and tracking partnership and partner tax basis.
- Work with external tax providers on the preparation of tax returns and supporting schedules.
- Compile tax data and review workpapers, Schedule K-1s, and returns prepared by service providers, including promote allocations and book-to-tax differences.
- Support partnership projections and allocation analyses to help investors and GP partners estimate tax payments.
- Coordinate with international teams on U.S. reporting related to foreign investments and non-U.S. investors.
- Gather data for investment and debt analysis to determine appropriate tax treatment.
- Maintain federal, state, and local tax compliance trackers and assist with ASC 740 tax provisions.
- Calculate quarterly tax distributions and assist with tax research on complex transactions.
- Support tax planning initiatives, special projects, and responses to tax authority inquiries or audits.
- Assist with entity structuring, investor tax inquiries, and required reporting such as FATCA, CRS, and FBAR.
- Partner with accounting teams and administrators to ensure proper transaction recording and tax reporting.
Qualifications:
- 5+ years of tax experience supporting private equity or real estate funds.
- Big 4 and/or in-house experience with an established asset manager preferred.
- Strong knowledge of U.S. tax rules related to private equity and real estate funds, including withholding and reporting requirements.
- Bachelor’s degree in Accounting required; MST a plus; CPA preferred.
- Proficiency in Microsoft Office and tax software platforms.
- Strong organizational, analytical, and communication skills with the ability to manage deadlines in a fast-paced environment.