In-House

Jacksonville, FL, United States

Attorney in Jacksonville, FL

Non-practicing Attorney

Min 5 yrs required

No

Tax Manager - Financial Services - Global Compliance Reporting - Private Equity
The candidate will manage and coordinate tax compliance and advisory work for clients. Work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. Manage tax compliance accounts for hedge funds and or private equity funds. Review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1's and partnership tax returns. Review partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations. Review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, and fill up/down. Analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues. Build impactful relationships with new and existing clients and maintain relationship with firm leadership. Identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager and consult when necessary.

Legal