ASSET & WEALTH MANAGEMENT (AWM) TAX IV
ROLE SUMMARY
Role would include review of US federal & state partnership tax returns for marquee clients in the dynamic and expanding asset & wealth management (AWM) industry.
REQUIRED SKILLS
1. PARTNERSHIP TAX RETURN COMPLIANCE
2. INCOME TAX COMPLIANCE (PARTNERSHIP)
3. PARTNERSHIP TAX
4. STATE PARTNERSHIP TAX COMPLIANCE
5. PARTNERSHIPS
REQUIRED LICENSES & CERTIFICATIONS
CPA
Enrolled Agent
ROLE DESCRIPTION
Preferred Experience/Working Knowledge
– Extensive knowledge of partnership tax compliance (Form 1065, Schedule K-1, allocations, etc.)
– Familiarity with forms typical to the AWM industry (Schedule D, M-3, Forms 8949, 6781, 8621, 8886, 5471, 8865)
– Understanding of resident state returns
– Ability to identify US reporting obligations for foreign partnerships
– Knowledgeable of Tax Reform impact on AWM industry
– Excellent time management skills & focus on on-time delivery of quality work
– Ability to identify & research complex tax issues / critical-thinker
– Hard-working, team-player, who is able to manage both a large team with multiple ongoing projects/funds and work independently
– Familiarity with hedge fund/private equity/financial services industry and a firm grasp of investors allocations
– CPA/EA or licensed attorney preferred
OVERALL EXPERIENCE
Min of 5 years
Required Degree
Accounting
Job Type: Contract
Pay: $87,303.25 – $186,840.65 per year
Benefits:
Schedule:
Experience:
License/Certification:
Work Location: Remote
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