Tax Director

Gen II Fund Services•Raleigh, NC

1d•$160,000 - $180,000•Hybrid

About The Position

Gen II is seeking Tax Directors to join its growing team of professionals. Tax Directors are actively involved in providing tax compliance services across multiple client engagements. The position includes understanding client partnership agreements and applying them to tax deliverables, including carried-interest computations; reviewing tax withholding documentation and tax returns; communicating with clients and tax authorities; coordinating with external auditors and reviewers; and leading and developing tax personnel. The role may also involve managing special projects. This position follows a hybrid schedule for U.S. employees: two days per week in the office and three days remotely. Applicants must be legally authorized to work in the United States. The salary range is $160,000–$180,000, with the actual offer depending on experience, in addition to a comprehensive benefits package.

Requirements

Bachelor’s or master’s degree in accounting and a minimum of 150 credit hours.
At least 8 years of experience in the stated attributes.
At least 5 years of supervisory experience.
Understanding of U.S. partnership taxation.
CPA certification or equivalent, with an active PTIN.
Proficiency with Microsoft Office applications.
Ability to multitask and meet deadlines.
Strong work ethic.
Excellent verbal and written communication skills.
Strong organizational and analytical skills.
Ability to work independently and as part of a team.

Nice To Haves

Advanced degree such as a Master’s 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.
Private equity work experience.
Tax work experience emphasizing partnership and/or international tax matters.
Proficiency with Thomson Reuters GoSystem.

Responsibilities

Obtain a detailed understanding of clients’ partnership agreements and apply them to deliverables, including creating and reviewing tax-carried-interest computations.
Review and oversee validation of Forms W-8BEN, W-8BEN-E, W-8EXP, and W-8IMY to ensure proper administration of treaty claims for reduced U.S. withholding tax.
Provide final sign-off on and review federal and state tax returns and associated workpapers.
Communicate frequently with clients and tax authorities.
Coordinate with external auditors and tax reviewers.
Supervise, train, and evaluate tax personnel at several levels.
Lead, direct, and coach a team of tax professionals at various levels.
Manage special projects when requested.