Job Information
Robert Half Tax Manager in Chicago, Illinois
Description
To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m
Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”?
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.
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