Tax Financial Services Senior

Kaufman Rossin • New York, NY

11d

About The Position

Kaufman Rossin is seeking a Tax Financial Services Senior for a career-defining opportunity. As one of the top accounting firms in the country, Kaufman Rossin prioritizes its people, their development, and their well-being. The firm is privately owned and independent, allowing for a focus on long-term client relationships and strategic decisions that benefit people and clients. Celebrated as the Best Place to Work in South Florida, Kaufman Rossin has grown to over 700 employees with multiple entities.

As a Tax Financial Services Senior, you will provide tax consulting and compliance services to hundreds of funds with U.S. and foreign reporting requirements. Your work will help hedge funds plan strategically to minimize investor tax burdens, comply with regulations, and meet financial goals. You will also assist clients and their attorneys in the initial start-up phase to determine optimal fund structures.

Requirements

• Master’s in Taxation preferred
• CPA eligibility
• 3-5 years of relevant experience with strong tax compliance and research background
• Strong knowledge of partnership tax accounting rules (with a focus on hedge funds)
• Team player and a commitment to high-quality, detailed work
• Ability to deal with clients and possess a good “executive presence”
• Self-starter with the ability to deal with multiple priorities

Nice To Haves

• Experience in the financial services industry
• Excellent communication skills, both verbal and written
• Ability to work overtime during peak times

Responsibilities

• Reviewing and preparing yearly tax filings for Hedge Funds, Private Equity Funds, Real Estate Funds, and Funds' general partners and investment managers
• Performing security analysis and calculating various Fund tax adjustments
• Reviewing and preparing complex partner tax allocations
• Assisting Fund Administration business on resolving day-to-day tax issues
• Communicating with federal and state tax authorities, as needed
• Researching tax treatment of complex financial instruments and corporate actions of Funds
• Assisting in the tax planning for Funds, including structuring new Funds and optimizing existing Fund's tax strategies

What This Job Offers

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