Fund Management – Tax Staff

·       Managing the tax notice process, including timely response to, and tracking of Federal and State jurisdictional tax notices and gathering supporting documents as needed.

·       Responsible for opening and scanning notices and distributing notices to different teams.

·       Performing research on notices received, including calling the applicable tax authority.

·       Maintaining and updating the notice portal.

·       Drafting written response to tax authorities and follow up on resolution.

·       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.

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

·       Managing the tax refund tracker, including saving down refund checks, providing support, and calling tax authorities as needed.

·       Responsible for completing entities’ formation, modification, and liquidation requests that come through the Entity Lifecycle Manager (ELM) for successful/complete delivery of information.

·       Assisting with calculating return of capital, profit and capital call amounts and presenting the computations in letters to investors.

·       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, preferably in a business-related field.

·       Extremely meticulous and organized.

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

·       Strong research and problem resolution 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.