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    Tax Manager - Charlotte, United States - Sherpa | Recruiting, Staffing & Consulting

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    Description

    Compensation:
    $125k plus bonus

    Position Summary

    Job Overview – Tax Manager – 32501

    Prestigious Registered Investment Company, headquartered in Charlotte, seeks Tax Manager.

    This new role leads all tax compliance, tax planning, and tax structuring for the company's investment entities and reports to the company CFO.

    The ideal candidate will have prior tax experience for an employer or clients that invest in entities on behalf of investors, families, etc., with flow through tax consequences.

    Responsibilities

    Tax Compliance
    Main point of contact with external service providers of the Funds
    Manage the year-end tax compliance process, which includes review of K-1s, Federal and State returns for all including Funds, co-investment vehicles, management company, and general partner entities; file all returns with the proper tax authorities including timely payments; and distribution of K-1s to investors
    Lead legal entity management effort such as registrations, licensing, etc., with agent
    Maintain entity formation information and supporting documents, including EINs and W-9s
    Lead IRS, property tax, and other tax audits; correspond with agencies, as needed
    Prepare the company's fixed assets and associated depreciation schedules
    Prepare 1099s for applicable external parties (MISC, NEC)
    Tax Planning
    Maintain a working knowledge of current and proposed regulations impacting the company
    Prepare annual tax estimates for all flow through entities above the holding companies and distribute investor tax communication
    Prepare ad hoc estimates of taxable income associated with individual Fund distributions and for quarterly estimated payments
    Coordinate with Fund portfolio company preparers to manage expected flow through impacts to the Funds and timing of deliverables
    Maintain withholding elections/status for all investors, including 83b elections for individuals
    Manage compliance with investor side letter requests related to tax reporting and communication
    Tax Structuring
    Coordinate with investment teams and deal counsel on transaction structuring steps; translate impacts to Funds and investors
    Review draft flow of funds for purchases and sales to ensure consistency with legal and tax structure
    Identify and interpret tax efficiencies within investment structure
    Oversee the Firm's organizational structure

    Requirements

    BS degree in accounting, tax or finance
    CPA preferred
    Minimum of 5 years' relevant tax experience
    Superior problem-solving, analytical, and research skills
    Strong written and oral communication skills, including the ability to interact with senior management and investors
    Ability to work independently with limited oversight, multi-task, and meet demanding deadlines in a small team environment
    Advanced Excel and QuickBooks knowledge, or comparable accounting software

    Mid-Senior level

    About Our Process

    We will notify you if you are selected as a candidate for this role.


    If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.

    Candidates for all Sherpa opportunities must be authorized to work in the United States.

    Sherpa is an Equal Opportunity Employer.

    Visit our Website

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