Senior Associate – US Tax Services

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infrastructure design; ongoing regulatory compliance (SEC, CFTC, and 40 Act); financial controls and operational support services; compliance and operational related projects and reviews; and outsourced CFO/controller and administration services to private equity fund investments – portfolio companies, real estate assets and energy assets. Our client base is growing, and our existing clients are engaging the firm across the spectrum of our services offerings.

Job Description

You will be working directly with leading hedge fund and private equity firms in the alternative asset industry under the guidance and direction from the Tax Director. You will be providing the following for clients in the alternative asset industry:

• Prepare and file federal, state, and local partnership tax returns, extensions, and quarterly estimates.
• Prepare and review of foreign filings (5471, 8865, 8858, 8621, & 926).
• Preparation of 8832s as needed to elect tax classification for various entities.
• Prepare and manage 1099 and 1042 reporting.
• Prepare and manage FBAR filings.
• Prepare and manage FATCA compliance (8966).
• Prepare and manage tax certification forms (W-8s and W-9) for domestic and foreign entities.
• Prepare tax basis calculations for partnership interests and PFICs.
• Develop relationship with client management and communicate engagement status and issues effectively and timely.
• Considerable knowledge of a variety of state and local tax laws, including multi-state income tax planning and compliance.
• Perform tax research as needed to support tax positions to be taken on the tax returns.
• Perform quarterly REIT testing.
• Correspond with federal, state and local taxing jurisdiction to resolve notices.
• Overtime required during the months of March, April, July, August, and September

Qualifications

• 0-5 years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of experience at an alternative asset investment firm and public accounting experience
• Bachelor’s degree in Accounting, Preferred: CPA, Masters in Taxation
• Demonstrated experience in providing exceptional customer service
• Analytical, technical, and technology skills with proficiency in basic office software
• Enjoy working in a fast-paced environment
• Ability to work overtime to meet deadlines
• High level of accuracy and attention to detail

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Key behaviours we expect to see 

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

• Authenticity
• Taking ownership
• Approachability
• Ability to inspire trust and confidence
• Culturally sensitive
• Shows self-awareness with understanding of emotional intelligence
• Facilitate open and frank debate to drive forward improvement
• Willingness to learn, develop, and keep abreast of technological developments
• A keen drive, a vision for continuous improvement and seeing things through
• An analytical mind, excellent problem-solving & diagnostic skills, attention to detail

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