Tax Manager

Gen II is seeking Tax Managers to join our growing team of professionals. These individuals will be actively involved in tax compliance services across multiple client engagements.

• Obtain a detailed understanding of the client’s partnership agreement(s) and how to apply it to deliverables, including creating and reviewing tax carried interest computations.
• Review and validate Forms W‑8
  
  BEN, W‑8
  
  BEN‑E, W‑8
  
  EXP, and W‑8
  
  IMY to properly administer treaty claims for reduced U.S. withholding tax.
• Review federal and state tax returns and associated work papers.
• Calculate quarterly estimated tax payments.
• Research and respond to various client and tax authority requests.
• Meet ad‑hoc tax compliance requests from clients and partners/investors.
• Review responses to state and federal tax notices.
• Coordinate with external auditors and tax reviewers.
• Progressive responsibilities to include supervision, training, and evaluation of accounting staff and first‑level review of all tax work papers and deliverables.
• Other assigned projects.

• Bachelor’s or master’s degree in accounting (150 credit‑hours minimum)
• 4+ years of experience
• Understanding of U.S. partnership taxation
• CPA candidate
• Proficiency with Microsoft Office applications
• Ability to multi‑task and meet deadlines
• Strong work ethic
• Excellent verbal and written communication skills
• Strong organizational and analytical skills
• Thrive independently and as part of a team

• CPA certification
• Advanced degree such as Masters 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
• Prior supervisory experience
• Private equity work experience
• Tax work experience with an emphasis in partnership and/or international tax matters
• Proficiency with Thomson Reuters Go System

Salary range: $105,000–$160,000, in addition to a discretionary bonus and comprehensive benefits package.

All applicants must be legally authorized to work in the United States. U.S. employees are required to work a hybrid schedule, comprising two (2) days a week in our office and three (3) days remotely.

Gen II Fund Services, LLC is one of the largest global independent private‑equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with 14 offices across the U.S., Canada and Europe. The firm offers private‑fund sponsors a best‑in‑class combination of people, process, and technology, enabling effective management of operational infrastructure, financial reporting, and investor communications.

• Administering over $1 T in assets
• Servicing nearly every significant investor in the asset class
• Institutional‑grade infrastructure and SSAE 18 (SOC‑1, Type
  2) certification, ensuring confidence in our processes and operating model
• The most experienced and best‑performing team in the industry