Tax Manager - Funds

Regal Executive Search
Los Angeles, CA
Full-time

Tax Manager - Funds

Responsibilities

The 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.

Qualifications

  • 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.

Personal Attributes

  • 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.

Education

A Bachelor's degree relevant to position, a Master's degree a plus.

Equal Opportunity Employer

30+ days ago
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