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New Canaan

    Senior Tax Accountant - New Canaan, United States - Tandym Group

    Tandym Group
    Tandym Group New Canaan, United States

    3 weeks ago

    Tandym Group background
    Description

    A financial services firm located in Connecticut is actively seeking an analytical and dedicated professional to join their staff as their new Senior Tax Accountant. In this role, the Senior Tax Accountant will assist with managing external tax service providers and tax calendar deadlines.

    Responsibilities

    The Senior Tax Accountant will:

    • Assist in managing and reviewing funds' and portfolio companies' tax distributions and calculations
    • Assist in managing tax payments process and records
    • Provide support with tax notices
    • Assist with onboarding new funds and investors
    • Assist with analysis and memorandums of technical tax positions taken as needed
    • Provide assistance in supporting deal teams and portfolio companies on tax strategy, planning, and issues
    • Assist with reviewing tax deliverables prepared by outside tax advisors including tax waterfalls and allocations
    • Prepare and respond to investor tax requests on a timely basis
    • Support tax planning and strategy, compliance, and controversy as needed
    • Assist Tax Director and CFO with ad-hoc projects as needed
    Qualifications
    • Bachelor's Degree in accounting
    • 2-5+ years of professional experience
    • Public/Private Experience in taxation of private equity funds and venture capital funds
    • Relevant tax experience in partnerships and corporate taxation
    • Knowledge of fund taxation concepts, waterfall allocations, and SALT concepts
    • Technical understanding of the taxation of private equity funds (e.g., targeted allocations, 754 elections) and willingness to learn
    • Strong Microsoft Office Skills, especially Excel, and interest for technology-based solutions
    Desired skills
    • MST / CPA
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