Fund Management – Tax Assistant Staff

·       Managing the tax notice process, including opening and scanning notices, distributing notices to different teams, and tracking responses.

·       Assisting with the tax return filing process, including obtaining signatures, preparing payment support, coordinating mailings, and saving down returns to internal network.

·       Supporting the legal entity management function by preparing basic IRS forms as needed (SS-4’s, 8832 Election Forms) and tracking legal entity information in the appropriate databases.

·       Gathering all external entity K-1s for timely delivery and maintaining an external entity K-1 tracker.

·       Organizing and maintaining thorough records for team; uploading documents as needed to secure, internal databases.

·       Maintaining confidentiality of all sensitive and confidential issues; assisting in a wide variety of projects as reasonably assigned.

Knowledge, Education, and Experience:

·       Bachelor’s Degree preferred, but not required.

·       Extremely detail-oriented and organized.

·       A self-starter with the ability to prioritize and see the bigger picture.

·       Strong research/data mining skills.

·       Effective written and verbal communication skills.

·       Effective time management skills and ability to meet deadlines.

·       Ability to work in a fast-paced and demanding environment.

·       High integrity and must be able to maintain confidentiality of sensitive and proprietary information.

·       Advanced PC skills and excellent Microsoft Office skills.

·       Intermediate level Excel skills.