Gen II Fund Services · 5 hours ago
Tax Manager
Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients. They are seeking Tax Managers who will be involved in tax compliance services, including reviewing tax returns, validating forms, and coordinating with auditors.
Asset ManagementFinanceFinancial ServicesHedge Funds
Responsibilities
Obtain a detailed understanding of the client’s partnership agreement(s) and how to apply it to deliverables, including creating and reviewing tax carried interest computations
Review and validate Forms W-8BEN, W-8BEN-E, W-8EXP, and W-8IMY to properly administer treaty claims for reduced U.S. withholding tax
Review federal and state tax returns and associated workpapers
Calculate quarterly estimated tax payments
Research and respond to various client and tax authority requests
Meet ad-hoc tax compliance requests from clients and partners/ investors
Review responses to state and federal tax notices
Coordinate with external auditors and tax reviewers
Progressive responsibilities to include supervision, training, and evaluation of accounting staff and first-level review of all tax workpapers and deliverables
Other assigned projects
Qualification
Required
Bachelor's or master's degree in accounting (150 credit-hours minimum)
4+ years of experience
Understanding of U.S. partnership taxation
CPA candidate
Proficiency with Microsoft Office applications
Ability to multi-task and meet deadlines
Strong work ethic
Excellent verbal and written communication skills
Strong organizational and analytical skills
Thrive independently and as part of a team
Preferred
CPA certification
Advanced degree such as Masters in Taxation, JD, and/or LLM
Understanding of U.S. international taxation rules associated with ECI, Branch Profits Tax, FDAP, FATCA and FIRPTA
Understanding of U.S. corporate taxation
Prior supervisory experience
Private equity work experience
Tax work experience with an emphasis in partnership and/ or international tax matters
Proficiency with Thomson Reuters GoSystem
Benefits
Discretionary bonus
Comprehensive benefits package
Company
Gen II Fund Services
Gen II Fund Services provides highly customized, client-centric accounting and administrative services to the private equity industry.
Funding
Current Stage
Late StageTotal Funding
unknown2020-11-06Private Equity
2017-06-01Private Equity
Leadership Team
Recent News
2025-09-05
2025-07-15
Company data provided by crunchbase