Tax Compliance, Filing and Reporting: Work with Accountants to perform tax withholding analysis on income distributions to investors. Work with external tax accountants and Investor Relations team to address investor related tax questions. Work with Accountants to prepare taxable income estimates and forecasts. Work with external tax accountants to ensure compliance with the Foreign Account Tax Compliance Act (“FATCA”), Common Reporting Standards (“CRS”) and other tax regulatory regimes. Receive... more details
Alliance Resource Group has partnered with an investment firm with over $70 B assets under management looking to add a tax staff (or senior - depends on experience) to their team.
This tax staff/senior will be critical to managing all tax compliance, both direct and indirect. They will also be exposed to federal, state and international tax compliance and strategy.
Job Description:
Tax Compliance, Filing and Reporting:
Work with Accountants to perform tax withholding analysis on income distributions to investors.
Work with external tax accountants and Investor Relations team to address investor related tax questions.
Work with Accountants to prepare taxable income estimates and forecasts.
Work with external tax accountants to ensure compliance with the Foreign Account Tax Compliance Act (“FATCA”), Common Reporting Standards (“CRS”) and other tax regulatory regimes.
Receive and process federal/state tax regulatory queries and correspondence.
Work with investment teams, the Chief Financial Officer and General Counsel to identify and mitigate tax risks as well as analyze proposed restructuring and acquisition transactions.
Work with various investment teams, Chief Financial Officer and General Counsel to identify and structure investments by creating blocker corps, as necessary, to mitigate unwanted Effectively Connected Income (“ECI”) and Unrelated Business Taxable Income (“UBTI”).
Work with Accountants and external tax accountants to report annual 1099s and 1042s. Ensure any tax payments and/or refunds are processed within specified deadlines.
Work with external tax accountants to file annual federal, state and other returns for various limited partnerships, limited liability companies and corporations in compliance with laws and regulations within specified time frames. Some annual tasks related to the filings include but are not limited to the following:
Review book/tax differences and partner allocations
Analyze equity/debt reorganizations to determine proper tax treatment and disclosure
Review market discount/original issue discount calculations for accuracy and tax conformance
Review draft/final Schedule K-1s/tax returns for reporting accuracy before disseminating and filing.
Manage and coordinate tax audits, if any.
Stay abreast of new/changed tax regulations pertaining to funds / businesses and communicate expected impacts to the Chief Financial Officer and General Counsel.
Other:
Integrate with the accounting, legal and investor relations teams to prepare ad-hoc and other reporting.
Work with the accounting team to coordinate annual Generally Accepted Accounting Principles (“GAAP”) audits, auditor requests and information.
Qualifications:
BA/BS in Accounting, Finance, Economics or similar
2+ years in relevant industry tax experience
Strong organizational skills with incredible attention to detail and commitment to quality are necessary
Ability to work under pressure in a deadline oriented environment
Ability to communicate effectively both verbally and in writing
Solid interpersonal skills
Computer system and software experience
CPA a plus
Candidate must be comfortable working directly with external service providers and senior management.
Compensation:
Competitive compensation
Medical, dental and vision
Employee Assistance Program
Family Planning Program
Paid time off, including holiday pay
401(K)
Additional - daily lunch and snacks, discounts, paid parking and professional development opportunities
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