Internal Accounting Tax Manager

Golub Capital • New York, NY

1d • $180,000 - $220,000 • Hybrid

About The Position

The Tax Manager will be responsible for overseeing and handling all aspects of tax planning, compliance and reporting for the Principals and their affiliated entities. This position offers an excellent opportunity for a seasoned tax professional to make a significant impact and contribute to the success of the Internal Accounting Team. Primary duties and responsibilities include, but are not limited to:
Leading the development and execution of quarterly tax estimated projections and overseeing payment filings
Managing the review process for complex individuals, trusts, partnerships and corporate tax returns. Synthesizing the findings into summary memorandums for Principals and family members.
Directing coordination with external tax accounting firms on document procurement, preparation workflows, notices, filings and audits
Cultivating relationships with outside tax accounting firms and internal groups such as Legal, Tax, Executive Administration and Strategic Accounting & Finance
Overseeing the tax document tracking process (1099, 1098, K-1, joint filer, PFIC) and ensuring the timely resolution of any missing documentation
Responding to correspondence from taxing authorities
Supervising real estate tax payments, charitable contributions and provide other supporting schedules for tax preparers
Managing the processing of political and charitable contributions, including coordinating compliance approvals, pledge maintenance, and internal reporting
Developing and maintaining investment tax basis tracking, trust DNI, New York state allocation, tax basis financial statements and other schedules / deliverables
Monitoring real estate cost basis reporting and ensure compliance with Qualified Opportunity Fund (QOF) requirements
Coordinating and approving all other tax-related filings and payments (ex. payroll, etc.)
Overseeing internal Form 1099 preparation and ensure accuracy and timeliness of all required tax filings
Developing and implementing tax planning strategies (investment placement, carryforward utilization, etc.)
Coach/Mentor Senior Tax Accountant

Requirements

• Bachelor’s degree in Accounting (CPA preferred)
• 7+ years of relevant tax experience in the financial services industry (mix of public accounting and industry a plus)
• Strong existing tax knowledge of partnership taxation and tax reporting requirements
• Superb written and verbal communication skills
• Results oriented, strong project management skills including the ability to drive people and projects to completion
• Comfort with and prior experience in a fast paced and high growth environment – candidate should possess excellent organizational skills with the ability to handle numerous projects at a time and prioritize as appropriate
• Highly meticulous, detail oriented and process driven
• Takes initiative with a strong emphasis on a team-orientated mentality
• Strong Excel skills and knowledge of Microsoft Office

Nice To Haves

• Sage Intacct experience a plus
• CPA preferred
• mix of public accounting and industry a plus

Responsibilities

• Leading the development and execution of quarterly tax estimated projections and overseeing payment filings
• Managing the review process for complex individuals, trusts, partnerships and corporate tax returns. Synthesizing the findings into summary memorandums for Principals and family members.
• Directing coordination with external tax accounting firms on document procurement, preparation workflows, notices, filings and audits
• Cultivating relationships with outside tax accounting firms and internal groups such as Legal, Tax, Executive Administration and Strategic Accounting & Finance
• Overseeing the tax document tracking process (1099, 1098, K-1, joint filer, PFIC) and ensuring the timely resolution of any missing documentation
• Responding to correspondence from taxing authorities
• Supervising real estate tax payments, charitable contributions and provide other supporting schedules for tax preparers
• Managing the processing of political and charitable contributions, including coordinating compliance approvals, pledge maintenance, and internal reporting
• Developing and maintaining investment tax basis tracking, trust DNI, New York state allocation, tax basis financial statements and other schedules / deliverables
• Monitoring real estate cost basis reporting and ensure compliance with Qualified Opportunity Fund (QOF) requirements
• Coordinating and approving all other tax-related filings and payments (ex. payroll, etc.)
• Overseeing internal Form 1099 preparation and ensure accuracy and timeliness of all required tax filings
• Developing and implementing tax planning strategies (investment placement, carryforward utilization, etc.)
• Coach/Mentor Senior Tax Accountant

Benefits

• full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees