Senior Officer, Tax Services
Core
Prepare and review U.S. federal and state partnership tax returns (Form 1065, 1120) and supporting schedules (K-1, K-2/K-3) for private equity funds, management companies, and general partners.
Role type
Senior IC tax compliance officer (U.S. partnership taxation)
Builds
Accurate and timely tax filings, workpapers, and tax estimates for private equity structures
Domain
U.S. Tax Law / Private Equity
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
U.S. partnership tax compliance, Form 1065/1120 preparation, partnership allocations, basis calculations, carried interest tax planning, Subchapter K expertise, tax research, GoSystem proficiency, advanced Excel
Preferred skills
CA, CPA, CMA, or MBA qualification
Technologies
GoSystem, Microsoft Office
Responsibilities
Prepare and review U.S. federal and state partnership tax returns and related schedules; ensure accurate and timely filing of tax returns, estimates, and extensions; provide technical expertise on partnership allocations and tax planning strategies; drive process improvements by identifying automation opportunities and maintaining documentation; manage workloads and meet deadlines while communicating risks and planning changes
Seniority
Senior, hands-on IC