Job Details

Senior - Investment Management - Private Equity Tax

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Organization Type


Job Type


Years of Experience

Min 2 yrs required


Jericho, NY

Date Last Verified

Aug 14,2017

Posted on

Sep 25,2016
Practice Area
Tax >> Tax - General
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Senior - Investment Management - Private Equity Tax Responsibilities: Perform detail-level review of partnership work papers, allocations and tax returns, as well as prepare materials and research for consulting projects related to tax planning opportunities. Coordinate and communicate with the client contacts to gather information to complete the tax returns. Train, mentor and supervise new and experienced-level staff and attend required and sector-specific training.

Qualification and Experience

Qualifications: Bachelor's degree in Accounting, Finance, or other business related field. CPA, Enrolled Agent, or other appropriate certification (or in the process of pursuing). Advanced Degree preferred: MST, MAcc, JD or LLM. 2+ years of experience in providing tax planning services or preparing and reviewing client work papers and income tax returns. Prior Big 4 experience a plus. Experience with managing projects including scheduling, budgeting, client correspondence and billing, excellent technology (i.e. Microsoft Excel and compliance software), research and writing skills. Knowledge of fund accounting and general ledger accounting a plus. Strong communication, interpersonal, and organizational skills. Strong analytical and communication skills to be able to articulate conclusions, planning opportunites, and risks identified through the research projects.

Additional info

Requisition code: E17LNITSRCRK011-FS

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