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    Senior TAX Manager AWM - Atlanta, United States - Knewin

    Knewin
    Knewin 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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