Private Equity Tax Staff

Kaufman Rossin • Fort Lauderdale, FL

2d

About The Position

Kaufman Rossin is seeking a Private Equity Tax Staff to join their growing Tax practice. In this role, the individual will work with private equity funds and other investment partnerships, assisting with tax compliance, investor reporting, and partnership taxation. The role involves collaborating with experienced professionals while developing technical expertise and building strong client relationships.

Requirements

• Bachelor's degree in Accounting
• Master's degree in Taxation or currently pursuing a Master's in Taxation.
• 2+ years of public accounting or relevant tax experience, preferably with partnership or investment fund taxation.
• Proficiency in Microsoft Excel.
• Strong attention to detail and commitment to producing accurate, high-quality work.
• Excellent analytical, organizational, and time management skills.
• Strong written and verbal communication skills with a client-service mindset.
• CPA license or actively pursuing the CPA.
• Experience with private equity funds, hedge funds, real estate funds, or other investment partnerships.

Nice To Haves

• Experience preparing partnership tax returns and Schedule K-1s.
• Knowledge of partnership allocations, taxable income calculations, and investor reporting.
• Strong problem-solving skills and the ability to research and apply tax regulations.
• Collaborative, team-oriented mindset.
• Demonstrated ability to take ownership of engagements and deliver high-quality work in a fast-paced environment.

Responsibilities

• Assist with the preparation and review of federal, state, and local partnership tax returns.
• Prepare and maintain tax workpapers supporting partnership taxable income, allocations, and investor reporting.
• Assist with the preparation and review of Schedule K-1s and other investor tax reporting.
• Review work for accuracy, identify potential tax issues, and communicate findings to senior team members.
• Assist with tax planning and research related to partnership and investment fund taxation, identifying tax-saving opportunities while ensuring compliance with federal, state, and local regulations.
• Prepare tax estimates, extensions, and supporting schedules.
• Collaborate with partners, managers, and senior staff to meet client deadlines and deliver exceptional client service.
• Maintain organized workpapers and documentation while managing multiple engagements and priorities.
• Stay current on federal, state, and local tax laws affecting private equity and investment partnerships.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level