Tax Manager

Who is Gen II? Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration and recently acquired Crestbridge to expand operations in the UK and Europe.

With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.

Careers mean more at Gen II – more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.

www.gen2fund.com

Gen II is seeking a Tax Manager to join our growing team of professionals. You will be actively involved in the tax compliance services for client engagements including, private equity funds, private equity fund of funds, SBIC funds and family office private equity programs.

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

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

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

The salary range for this position is $120,000 - $160,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.

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