Robert Half Corporation Jobs

Job Information

Robert Half Tax Manager - Public in Chicago, Illinois

Description

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Fast-Track Career Advancement Opportunity (This position is expected to advance quickly within the company over the next few months.)

Job Description:

  • Review tax books and records, including taxable income, tax basis balance sheet, 704(b) book and tax waterfall, and 704(b) book and tax capital account allocations for various private equity funds, holding companies, and management entities prepared by the company's Fund Accountants.

  • Manage the day-to-day tax compliance with the company's two Big 4 tax service providers, including preparation of calendars with targeted dates for PBC documents and service provider deliverables.

  • Manage communication with portfolio companies and their tax advisers, including preparation of standardized templates for requested information.

  • Track and review service provider deliverables and open points, including federal and state estimate reports, federal and state K-1s / K-3s , federal and state withholding calculations, and federal and state returns.

  • Determine where funds can provide state withholding waivers to portfolio companies to prevent tax leakage. Track limited partner state withholding waivers and ensure service providers apply to withholding calculations.

  • Review state nonresident withholding calculations prepared by tax services providers for holding companies, funds, and general partner levels.

  • Maintain and reconcile state withholding receivable and payable accounts for each legal entity monthly, including tiering the withholding between levels.

  • Review limited partner Form W-8s and W-9s. Prepare ECI and FDAP withholding calculations for tax preparer review.

  • Respond to limited partner tax related inquiries.

  • Coordinate state composite questionnaires with the tax advisor

  • Manage state and federal tax notices on a continual basis

  • Coordinate quarterly and year end tax payments with the Treasury team

  • Prepare and review various tax filings, including Form 1099s, FBARs, CRS, FATCA, Sales / Use, etc

  • Apply the limited partnership agreement provisions to investment fund transactions and partner allocations.

  • Assist with various ad hoc projects such as improvements to investor reporting, tax workpaper and documentation maintenance, etc.

  • Support various aspects of the company's Accounting function such as explaining tax treatment of transactions, discrete projects

    Requirements

Job Requirements:

• Bachelor's degree in Accounting

• 4+ years experience in a public accounting state and local tax group

• Proficient in Excel (formulas, shortcuts, etc.)

• Detail-oriented with a strong work ethic

• Team player willing to take on many different tasks in a small team environment

• Positive attitude that can contribute favorably to the finance team’s culture

• Intellectually curious and willing to express ideas

• Ability to multitask

• CPA not required but encouraged

Benefits:

• Competitive base salary and annual performance-based bonus.

• Full suite of benefits, including medical, dental, vision, disability, and life.

• 401(k) savings plan which currently includes a generous company match.

• Paid Time Off and holiday schedules.

• Hybrid work schedule.

• A monthly mobile phone allowance.

• Annual charitable contribution allowance.

• Support pursuit of CPA license

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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