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    Senior TAX Manager AWM - Atlanta, United States - LanceSoft

    LanceSoft
    LanceSoft Atlanta, United States

    3 weeks ago

    Default job background
    Description

    Role would include preparation/review of US federal & state partnership tax returns for marquee clients in the dynamic and expanding asset & wealth management (AWM) industry.

    Required skills:

    • Federal and state partnership tax return compliance including forms 1065, k-1 & k-3, 1042 etc.
    • Tax adjustments relevant to private equity and hedge funds including wash sales, straddles, PFICS, currencies etc.
    • Corporate tax compliance
    • Funds & investment portfolios
    • Partnership tax
    • State partnership tax compliance.
    • Corporate tax return compliance - domestic
    • Partnership tax return compliance
    • Us corporate tax compliance
    Preferred Experience/Working Knowledge:
    • Extensive knowledge of partnership tax compliance (Form 1065, Schedule K-1, allocations, etc.)
    • Familiarity with forms typical to the Asset & Wealth Management industry (AWM)
    • (Schedule D, M-3, Forms 8949, 6781, 8621, 8886, 5471, 8865)
    • Understanding of state tax return filing requirements - residency and state sourced income
    • Ability to identify U.S. reporting obligations for foreign partnerships.
    • Understanding of foreign withholding requirements for FDAP, ECI, and FIRPTA income
    • Ability to identify & research complex tax issues.
    • Knowledgeable of Tax Reform impact on AWM
    • Familiarity with financial services industry (PE, Hedge, FoF, JV, RE - operating partnerships and JVs, REITs, or RICs/Mutual Funds) and a firm grasp of investors allocation
    • Excellent time management skills & focus on on-time delivery of quality work
    • Hard-working, team-player, who is able to manage both a large team with multiple ongoing projects/funds and work independently.
    • Provide oversight for ongoing tax compliance activities.
    • CPA/EA or licensed attorney preferred.
    • Ideally a candidate with Big 4 experience
    Required Licenses & Certifications
    • CPA or Enrolled Agent or Member of the Bar
    Focus Area
    • Tax Compliance, Tax Consulting
    Minimum Degree Required:
    • Bachelor's degree
    Required Fields of Study:
    • Accounting
    Overall Experience
    • Min of 7 years
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