Tax Financial Services Senior

Kaufman Rossin
New York, NY, US
Full-time

Job Description

Job Description

Why We Stand Out

Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you!

As one of the top accounting firms in the country, our foundation is people first . In the words of James Kaufman, We prioritize our people, their development, and their well-being.

Our values are translated into action every day.

Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.

Think you have what it takes?

How You’ll Contribute :

As a Tax Financial Services Senior, you’ll provide tax consulting and compliance services to hundreds of funds with U.S. and foreign reporting requirements.

Our tax services help hedge funds plan strategically to minimize their investors’ tax burdens, comply with regulations and meet their financial goals.

We even work with clients and their attorneys in the initial start-up phase to determine the optimal fund structure to achieve goals and minimize taxes.

  • Reviewing and preparing yearly tax filings for Hedge Funds, Private Equity Funds, Real Estate Funds, and Funds' general partners and investment managers
  • Performing security analysis and calculating various Fund tax adjustments
  • Reviewing and preparing complex partner tax allocations
  • Assisting Fund Administration business on resolving day-to-day tax issues
  • Communicating with federal and state tax authorities, as needed
  • Researching tax treatment of complex financial instruments and corporate actions of Funds
  • Assisting in the tax planning for Funds, including structuring new Funds and optimizing existing Fund's tax strategies

Requirements

What Skills You'll Bring :

  • Master’s in Taxation preferred
  • CPA eligibility
  • 3-5 years of relevant experience with strong tax compliance and research background
  • Strong knowledge of partnership tax accounting rules (with a focus on hedge funds)
  • Team player and a commitment to high-quality, detailed work
  • Ability to deal with clients and possess a good executive presence
  • Self-starter with the ability to deal with multiple priorities

How You'll Stand Out :

  • Experience in the financial services industry
  • Excellent communication skills, both verbal and written
  • Ability to work overtime during peak times

Benefits

We embrace authenticity. Kaufman Rossin is an equal-opportunity employer. We are committed to creating a culture that reflects our firm's and clients' diversity.

We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity.

Differences make unique varieties.

12 days ago
Related jobs
Promoted
EisnerAmper
New York, New York

EisnerAmper is seeking Consulting Senior. Risk & Compliance Services practice. The Risk & Compliance Services team drives value for clients by delivering a range of strategic, management, and operational control advice that is rooted in risk management and digital delivery standards. Lead and/or sup...

Promoted
Withum
New York, New York

This team provides audit services, Review and compilation services and other agreed upon audit procedures to a variety of client sizes and industries. Supervising day-to-day engagement teams on financial services engagements, which include hedge funds, private equity funds, investment managers and b...

BDO
New York, New York

A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing...

PricewaterhouseCoopers Advisory Services LLC
New York, New York

SummaryA career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex busine...

Crowe
New York, New York

Oversee all aspects of client engagements to ensure tax compliance and help clients navigate the tax implications of their business objections, provide alternative strategies to lessen their tax burden and capitalize on tax credit opportunities that protect and promote client’s growth and profitabil...

Federal Reserve System
New York, New York

Federal Reserve Bank of AtlantaFederal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine® Solutions, Fedwire®, National Settlement Service (NSS), FedCash®, FedACH® (Automated Clearing House), Check Services, and the FedNow® Service. As a Se...

Crowe
New York, New York

Crowe has expanded its service offerings and we are hiring for our Financial Institutions Tax Services team as a result. We use proactive approaches and innovative tax technology to provide high-quality tax services to our clients. Our Financial Institutions practice delivers tax solutions to a vari...

Deloitte
New York, New York

Are you a tax specialist with experience in federal/tax and or partnership tax compliance who is frustrated with the traditional role in tax compliance? You’re not an expert in technology, but you’ve been working with Excel, and you really like technology. National Federal Tax Services (NFTS) is a n...

CohnReznick LLP
New York, New York

As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! . As part of the Financial Services Group, you’ll work with some of the nation’s leading private equit...

EY
New York, New York

Providing tax research, tax memoranda drafting, and assistance in quantitative modeling for private client international tax advisory services. We'll look to you to support our managers through partners in providing tax services. Identifying and communicating significant tax matters to Managers and ...