Tax Finance Professional
Core
Manage day-to-day tax administration, compliance, and reporting for investment platforms and portfolio companies.
Role type
Tax Finance Professional
Builds
Tax compliance outputs, investor reporting (K-1s, tax returns), and management tax reporting packages
Domain
Alternative Investment / Private Equity / Tax
Deliverable
client delivery
Required skills
Partnership and Corporate tax return preparation, Regulated Investment Company experience, Tax technology solutions, Alteryx, PowerBI, Power Query, Power Automate, Data visualization
Preferred skills
MST/MBA, CPA, Collaborative work style, Flexible task management
Technologies
Alteryx, PowerBI, Power Query, Power Automate
Responsibilities
Manage external tax service providers, Coordinate multi-state and international tax analysis, Review and resolve tax notices and audits, Calculate and coordinate tax payments/refunds, Prepare quarterly management tax reporting packages, Manage tracking of legal entities and annual tax calendar
Seniority
Mid-level, hands-on IC
