- This Jobot Job is hosted by: Danielle Liguori Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
- This is a junior role focused on the detailed accounting and IRS tax allocations required for complex investment partnerships.
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Ultra-High Net-Worth Planning – Senior Equity Compensation Planner, Executive Director
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The Tax Experienced Manager advises clients on tax implications of business objectives evaluates alternative actions to lessen tax burden identifies different methods of complying with tax regulations acts as primary client contact for complex tax issues. · Ensures clients comply ...
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Fund Accountant – Tax Allocations - Phoenix - Jobot
Description
Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.
Salary:
$70,000
- $75,000 per year A bit about us: Our client has been recognized as one of the "Best Places to Work" for 11 consecutive years They pride themselves on a collaborative, flexible, and supportive environment where work/life balance is a priority.
Why join us? REMOTE Base + 5% bonus 401(k) Match Comprehensive medical, dental, and vision benefits (90% covered for employee and dependents) Generous PTO and excellent work/life balance Recognized as a "Best Place to Work" for 11 consecutive years Job Details
**Must be located in AZ, TX, OR, NC, MO, ID to be considered
This position is ideal for someone who enjoys the technical, behind-the-scenes work of tracking partnership books, tax basis, and allocations.
tax realized gains and losses Maintain accurate partner-level book and tax basis schedules Partnership Accounting Prepare annual financial statements for investment partnerships Reconcile bank accounts and other cash activity Record cash and property contributions/distributions Maintain accurate financial reports and supporting documentation Account for debt investments, passthrough entities, and marketable securities Assist with the accounting and analysis of complex investment transactions What We're Looking For 3–5 years of experience in investment partnership accounting Hands-on knowledge of IRS partnership allocation rules (704(b)/704(c)) Bachelor's degree in Accounting preferred Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
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