Reponsibilities :
- Assist the onshore tax team with managing the tax compliance function for hedge funds.
- Coordinate with accounting firms on various tax deliverables and ensure the deliverables calendars are followed.
- Review and document review of the tax returns and related workpapers for hedge funds (Form 1065 and related schedules)
- Review and document review of the annual tax estimates workpapers for hedge funds
- Review and document review of various other tax deliverables (i.e., PFIC statements, FBAR returns, Forms 1042, Form 5471 etc.)
- Complete documentation of the tax deliverables review following the oversight procedures and timely communicate the exceptions noted.
- Maintain and update the existing review procedures and ensure all the latest updates are captured.
- Prepare additional supporting workpapers and reconciliation schedules to assist with the review of tax deliverables.
- Assist with scenario analysis based on various tax hypotheticals.
- Navigate through tax data and find reporting solutions to various requests from internal and external stakeholders.
- Create custom reports to model the impact of different factors to current and potential investors tax profile.
- Develop sound understanding of the data lineage behind various reports to meet evolving needs of internal and external stakeholders.
Skills Required :
- Knowledge of U.S. taxation of hedge funds
- In-depth understanding of financial instruments and their U.S. taxation
- Must be highly organized, with excellent multi-tasking skills and ability to prioritize activities effectively.
- Must be comfortable making decisions on work product design and analysis.
- High attention to details
- Excellent command of the English language - oral and written
- Strong analytical, technical and research skills
- Can work with minimal supervision and deliver high quality output.
- Must be proactive, motivated and team player.
- Proficient in MS Office applications, particularly MS Excel
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