Jobs
>
New York City

    Tax Specialist - New York, United States - GQG Partners LLC

    GQG Partners LLC
    GQG Partners LLC New York, United States

    4 hours ago

    Default job background
    Description

    Job Description

    Job Description

    GQG PARTNERS LLC

    Position Description:

    Tax Associate - Specialist

    ABOUT GQG PARTNERS

    GQG Partners ("GQG") is an SEC registered investment advisor with ~$100bn AUM. GQG focuses on offering long-only equity strategies and investment management services to institutional, wholesale and retail clients across the globe. The company is headquartered in Ft. Lauderdale FL, with offices in New York, Seattle, London, and Sydney. GQG is publicly traded on the Australian Securities Exchange. The company currently employs more than 180 associates worldwide.

    GQG is passionate about investing and strives for the highest levels of excellence in a competitive industry. It is our responsibility to help investors secure their financial future and we are honored that our clients entrust us with their financial capital. We endeavor to create a business that is closely aligned with our clients' financial interests. We strive for success at all levels of our organization through a commitment to independent thinking, continual growth, cultural integrity, and a deep knowledge of the markets.

    ABOUT THE POSITION

    Job Title: Tax Associate - Specialist

    Hiring Manager: Karina Yang

    Employment: Full Time

    Location: New York or Florida

    We are seeking a detail-oriented and knowledgeable US Federal and State Tax Specialist to join our team and provide expert assistance to the Chairman, CEO and CFO (executives) on personal tax needs and coordinating with corporate tax. In this role, you will work closely with these executives, ensuring their tax obligations are met accurately and efficiently. You will be responsible for compiling, organizing, and analyzing financial and tax-related information to facilitate the timely preparation of tax returns and compliance with regulatory requirements. This role will have certain family office and corporate tax elements and requires experience in handling and protecting the confidentiality of personal financial information as well as excellent communication skills in working with executives' financial and tax advisors.

    The ideal candidate will have 3 or more years of experience in individual and partnership (LLC, SCorp) US Federal and State tax compliance and planning, particularly related to high-level executives.

    KEY RESPONSIBILITIES

    1. Tax Compliance Support:
      1. Assist executives in gathering, preparing, organizing, and reviewing tax-related documents, such as W-2 forms, 1099 statements, personal financials, tax worksheets and questionnaires and other income records.
      2. Collaborate with tax accountants or external tax advisors to ensure timely and accurate completion of tax returns.
    2. Tax Planning and Optimization:
      1. Analyze executive compensation packages, stock options, and other incentives for tax optimization opportunities
      2. Collaborate with financial and tax advisors and legal professionals to gather data and analyze tax-saving opportunities, such as deductions, credits, and tax-deferred investments
    3. Executive Compensation Reporting:
      1. Review of executive compensation reports, including Forms W-2, 1099, and Schedule K-1. Reconcile and roll forward reports year over year as needed.
      2. Participate in the design and planning of executive compensation programs to drive tax efficiency.
      3. Collaborate with human resources to ensure accurate reporting and compliance with tax withholding requirements for executive compensation packages, bonuses, and stock-based compensation.
    4. Tax Audits and Controversies:
      1. Support executives during tax audits or controversies, collaborating with tax professionals to provide necessary documentation and explanations.
      2. Conduct thorough research on tax notifications and audit issues and assist in the preparation of responses to tax authorities.
      3. Coordinate with legal counsel, as needed, to resolve tax disputes and minimize potential penalties or interest.

    5. Other Project / Initiatives

    Assist CFO, Controller and Tax Manager with projects and initiatives. Examples may include but are not limited to: FBAR filing and executive reports, annual insurance renewal applications, Corporate 1099s, Vendor 1099s, financial modeling and analysis, testing of internal controls, FATCA analysis and reporting

    QUALIFICATIONS

    • Bachelor's degree in Accounting, Finance, or a related field. A Master's degree in Taxation or relevant certification (e.g., CPA) is highly desirable.
    • 3+ years of experience in individual and partnership (LLC, SCorp) US Federal and State tax compliance and planning, particularly related to high-level executives.
    • Strong understanding of US Federal and State tax laws, regulations, and reporting requirements.
    • Strong analytical, research and problem-solving skills with exceptional attention to detail.
    • Excellent communication skills, both written and verbal, with the ability to explain tax concepts clearly.
    • Advanced excel skills and proficiency in tax software and technology tools commonly used in tax compliance and planning.
    • Ability to prioritize and manage multiple tasks with competing deadlines.
    • Strong interpersonal skills and the ability to build and maintain relationships with executives and cross-functional teams.
    • Familiarity with executive compensation packages, equity-based incentives, and related tax implications is a plus

    If you are a highly organized and knowledgeable Tax Specialist with a passion for assisting executives with their financial and tax materials, we invite you to apply for this rewarding position.

    GQG is an Equal Opportunity Employer and will not engage in unlawful discrimination on any basis prohibited by local, state or federal law. This policy applies to all aspects of employment, including recruitment, placement, promotion, transfer, demotion, compensation, benefits, social and recreational activities and termination.

    For more information about equal employment opportunity, please click here for "EEO Is the Law." GQG may participate in E-Verify, please view the following links for details in English and Spanish. For information regarding your Right to Work, click here for details in English and Spanish.

  • ITOCHU International Inc

    Tax Specialist

    3 days ago

    ITOCHU International Inc New York, United States

    Summary: · Support the Tax Division and ensure that ITOCHU International through its divisions, branches, subsidiaries, and affiliates are in compliance with all federal, state and local tax laws. · Key Responsibility Areas: · 1.Assist in the gathering of information in prepara ...

  • Javelin Global Commodities

    US Tax Specialist

    1 week ago

    Javelin Global Commodities New York, United States

    Location: US (NY or San Diego office depending on candidate location preference) · Start Date: As soon as possible · Salary: Competitive salary, plus benefits package and discretionary bonus scheme · About Javelin · Javelin Global Commodities is a leading global commodities m ...

  • Javelin Global Commodities

    US Tax Specialist

    1 week ago

    Javelin Global Commodities New York, United States

    Job Description · Job DescriptionLocation: US (NY or San Diego office depending on candidate location preference) · Start Date: As soon as possible · Salary: Competitive salary, plus benefits package and discretionary bonus scheme · About Javelin · Javelin Global Commodities is a ...

  • Jobot

    Remote Expat Tax Specialist

    1 week ago

    Jobot New York, United States

    Remote Expat Tax Specialist for one of the top-rated cloud based US income tax preparation firm · This Jobot Job is hosted by: Scotty Ross · Are you a fit? Easy Apply now by clicking the "Apply Now" button · and sending us your resume. · Salary: $100,000 - $125,000 per year · ...

  • Elite Placement Group

    Senior Tax Planning Specialist

    2 weeks ago

    Elite Placement Group New York, United States

    Tax Senior, Research and Planning · Responsibilities: Tax research and planning: · Federal, State and Local tax, and foreign tax matters · Analysis (including modeling) and planning in respect of acquisitions and intercompany transfers, both domestic and cross border, including ...

  • Stone Management

    Tax Specialist

    3 weeks ago

    Stone Management New York City, United States Full time

    Responsibilities include: · Maintain FATCA compliance · Tax information reporting, withholding and customer documentation requirements for the · Bank including: · Consult with and support marketing officers in obtaining tax documentation from · customers · Review W-8 series ...

  • Marcum Search

    Senior Tax Specialist/HYBRID

    2 weeks ago

    Marcum Search New York, United States

    Job Description · Job DescriptionMarcum Search is working with a client to find a sophisticated Senior Tax Preparer / Manager to work in their NYC location. HYBRID position, 2 days a week in the office. Excellent pay and benefits. Well-established 20 person CPA firm with 6 curren ...

  • Industrious

    Senior Tax Specialist

    3 weeks ago

    Industrious New York, United States

    About the Company: · Industrious is the largest premium workplace-as-a-service provider and home to the highest-rated workplaces in the industry. Everything we do comes down to creating great days for teams of all sizes and stages, including our own. We believe that what makes a ...

  • Industrious

    Senior Tax Specialist

    3 weeks ago

    Industrious New York, United States

    About the Company: · Industrious is the largest premium workplace-as-a-service provider and home to the highest-rated workplaces in the industry. Everything we do comes down to creating great days for teams of all sizes and stages, including our own. We believe that what makes a ...

  • AlTi Global

    US Tax Specialist

    3 weeks ago

    AlTi Global New York, United States

    AlTi is a global wealth and strategic alternatives manager, in the business of turning powerful ideas into high-performing strategies and solutions. Our clients are UHNW individuals and families, institutions, foundations, and family-led businesses. We offer a connected ecosystem ...

  • NY Apple One jobs

    Tax Specialist

    4 weeks ago

    NY Apple One jobs Jersey City, United States

    **Responsibilities**: · - Conduct thorough State Tax Analysis, Planning, and Research. · - Utilize tax software such as OneSource, GoSystems, etc., to efficiently manage tax-related tasks. · - Communicate effectively with team members and clients, demonstrating strong interperson ...

  • L Oreal USA

    Tax Specialist

    3 weeks ago

    L Oreal USA Bogota, United States

    The Tax Specialist will be responsible for managing and overseeing all aspects of tax compliance and reporting for the company. This includes preparing and filing tax returns, conducting tax research, and ensuring compliance with all applicable tax laws and regulations. The Tax S ...

  • Phyton Talent Advisors

    Tax Operations Specialist

    4 weeks ago

    Phyton Talent Advisors Jersey City, United States

    Our Client, a Global Investment Bank, is seeking a Tax Operations Specialist in their Jersey City, NJ location. · Responsibilities: Work with tax ops to understand processes and systems that execute against regulatory requirements · Partner internally and with senior stakeholder ...

  • Deutsche Bank

    Group Tax Americas, Reporting and Compliance, Tax Senior Specialist

    1 month ago

    Deutsche Bank New York, United States Regular, Full time

    Job Description: · Job Title Group Tax Americas, Reporting and Compliance, Tax Senior Specialist · Corporate Title Vice President · Location New York, NY · Overview · The Tax Compliance and Reporting team within Group Tax Americas, which supports Deutsche Bank's business in the ...

  • BlueSky Innovations

    Subject Specialist: Tax Compliance Management

    3 weeks ago

    BlueSky Innovations White City, United States

    The NEW takes care - of the wishes of its customers, but also of you and your career. As a municipal service provider, we combine a wide range of services under one roof: energy supply, drinking and wastewater, leisure activities, swimming fun and public transport. The NEW Group ...

  • Reputable Staffing, Inc.

    Payroll & Tax Specialist

    2 weeks ago

    Reputable Staffing, Inc. Edison, United States

    Our client is seeking an experienced Payroll & Tax Specialist to join its Family Office Management group. Responsibilities will include payroll processing through ADP Workforce NOW, maintaining time keeping records, reviewing payroll & payroll reports for accuracy, reconciling of ...

  • Velocity Enterprises

    Bookkeeper / Tax Specialist (m/f/d)

    3 weeks ago

    Velocity Enterprises Hackensack, United States

    The FWU Institute for Film and Image in Science and Education non-profit GmbH is a company of the federal states. We provide media services for the development and expansion of educational media infrastructures in schools, state-owned and cross-state. This includes the developmen ...

  • UCare Staffing, LLC

    Tax Associate/Specialist

    2 days ago

    UCare Staffing, LLC New York, United States

    Job Description · Job DescriptionJOB TITLE: Tax Associate/Specialist · LOCATION: Staten Island, NY · EMPLOYMENT TYPE: Full-time · SUMMARY/OBJECTIVE · Our client, an outstanding and reputable Private Accounting Firm, is seeking a Tax Associate/Specialist . This candidate will be ...

  • Apex Ventures

    Bookkeeper / Tax Specialist (m/f/x)

    3 weeks ago

    Apex Ventures Grand View-on-Hudson, United States

    For an expanding real estate company with a growing commercial real estate portfolio based in Fellbach near Stuttgart, we are looking for an accountant / tax specialist (m/f/d) · Your tasks: · You will work in a small team and independently handle the various financial accountin ...

  • H Mart Supermarket

    Payroll/Tax Specialist/Coordinator

    3 weeks ago

    H Mart Supermarket Lyndhurst, United States

    Payroll/ Tax Specialist at H Mart plays an important role at our Human Resources department. This position will process bi-weekly/weekly payroll with compliance to company policy and local, state, and federal laws and regulations. Engage in processin Payroll, Tax, Specialist, Eng ...