Description:

Responsibilities:

• Review Federal and State partnership tax returns and work papers utilizing RIA Go System Tax including:
  - Calculate & prepare foreign tax withholding tax forms
  - Prepare quarterly tax estimates
  - Prepare year-end projections
• Must be experienced with state filings
• Must be experienced partnership allocations (including layering and aggregate methods)
• Prepare book to tax income and expense adjustments
• Prepare and maintain federal, state, and local tax calendar
• Collect and review documentation to support tax return filings
• Perform research of relevant tax laws, regulations and rulings to determine proper tax treatment of issues
• Analyze company financial statements
• Respond to tax notices
• Knowledge of foreign reporting requirements

Technical Qualifications

·         6+ years of tax experience in partnerships, private equity and financial services.