Senior Tax Accountant - Reputable Investment Firm

apartmentRobert Half placeSan Francisco calendar_month 

Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Join our client, a leading private investment firm managing around $40 billion in capital, located in San Francisco. This Senior Tax Associate position offers remarkable growth potential, with a hybrid work arrangement and a comprehensive benefits package that includes medical, dental, and vision coverage, a fully funded Health Savings Account (HSA), and 401(k) profit sharing.

Additional perks include complimentary meals and snacks, access to an on-site gym, and covered commuting expenses.

Responsibilities:

  • Handle tax accounting for various funds, including hedge funds, private equity, real estate, and SPVs.
  • Accurately prepare and review tax workpapers and returns.
  • Calculate estimated taxes and manage the preparation of investor tax documentation.
  • Work closely with external firms on tax, accounting, and legal matters.
  • Respond to investor tax inquiries with detailed, well-researched solutions.
  • Coordinate with internal teams and external auditors to ensure accurate financial statements.
  • 4+ years of experience in public accounting with a focus on flow-through taxation.
  • Expertise in partnership tax for hedge and private equity funds.
  • Strong knowledge of hedge fund tax matters, including Schedule M-1 calculations.
  • Familiarity with private equity tax issues, especially capital account allocations.
  • Experience with real estate fund taxation, specifically REIT qualification.
  • Ability to recognize international tax implications and considerations for tax-exempt entities.
  • Proficiency in preparing and reviewing tax workpapers and returns.
  • Skilled in overseeing tax return preparation across multiple firms.
  • Comprehensive understanding of complex tax and accounting standards.

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

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