Bachelors degree, J.D., LL.M in taxation, and/or masters in taxation from an accredited college/university.
A CPA or licensed attorney is strongly preferred.
A minimum of 5 years of relevant experience; partnership tax and/or Private Equity experience strongly preferred.
Ability to identify and propose resolutions to complex income tax issues.
Excellent in multi-tasking and managing priorities against key deadlines; able to thrive in a fast-paced environment.
Ability to utilize firm technology to enhance client service.
Strong communication skills both written and verbal; ability to communicate directly with client personnel, internal teams, and external advisors and work effectively in a dynamic work environment.
Responsibilities:
Tax Compliance:
This position supports the day-to-day accounting and tax compliance of clients' fund partnership vehicles focused on private equity, infrastructure, private debt, and real estate investments.
Work closely with clients to advise on income tax issues and related tax planning.
Work with clients' various internal teams to respond to investors' tax inquiries or ad-hoc requests.
Proficient in the taxation of partnerships, limited liability companies, and other similar flow-through entities.
Research complex technical tax issues and provide solutions
Coordinate with external tax advisors in the tax compliance process.
Oversee planning and scheduling of engagements and supervise workflow.
Lead, train, and coach teams of accountants throughout the engagement.
Assist in the creation and dissolution of fund entities.
Assist fund accounting team and external tax advisors with IRS W forms preparation and review.
Communicate effectively with engagement partners.
Ensure quality of work product.
Management responsibilities also include firm administrative functions and initiatives.
Numbers & Facts
Location
Fort Worth, Texas
Website
https://www.boardroom.co.za
Skills
Accountingunmatched
Administrative Skillsunmatched
Attorneyunmatched
Calendar Managementunmatched
Certified Public Accountant (CPA)unmatched
Coachingunmatched
Communication Skillsunmatched
Customer Support/Serviceunmatched
Fund Accountingunmatched
Income Taxunmatched
Multitaskingunmatched
Presentation/Verbal Skillsunmatched
Real Estateunmatched
Tax Accountingunmatched
Tax Planningunmatched
Tax Regulationsunmatched
Technical Researchunmatched
Time Managementunmatched
Writing Skillsunmatched
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