Officer 1, Tax Services
Core
Prepare and review U.S. federal and state partnership tax returns (Form 1065, K-1, K-2/K-3) and corporation returns (Form 1120) for private equity funds, management companies, and general partners.
Role type
US Tax Officer (Partnership Taxation)
Builds
Tax compliance filings and workpapers for private equity structures
Domain
US Tax Law / Private Equity
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
US partnership tax compliance, Subchapter K regulations, tax return preparation, tax workpaper creation, tax estimate management, tax planning support, regulatory research, tax software proficiency, advanced Excel
Preferred skills
Private equity fund structure knowledge, general partner operations understanding
Technologies
GoSystem, Excel
Responsibilities
Prepare and review U.S. federal and state partnership tax returns (Form 1065), related schedules (K-1, K-2/K-3) and corporation returns (Form 1120); Prepare tax workpapers based on client-provided financial data; Ensure accurate and timely filing of tax returns for private equity funds, management companies, and GPs; Manage quarterly and annual tax estimates and extensions; Support tax planning strategies to optimize after-tax returns for investors and partners; Stay updated on U.S. tax regulations, IRS guidance, and legislative changes impacting private equity; Implement best practices for documentation and internal controls.
Seniority
Junior to Mid-level, hands-on IC