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Closed-end Funds Tax Senior

Company: Tandym Group
Location: Greenwich
Posted on: November 18, 2023

Job Description:

A financial services firm in Connecticut is actively seeking a self-motivated and diligent professional to join their staff as their new Closed-end Funds Tax Senior. In this role, the Closed-end Funds Tax Senior will be responsible for investment partnerships and SPVs' tax compliance work.


The -Closed-end Funds Tax Senior will:

  • Prepare quarterly income tax projections for partnerships and tax provisions for corporations
  • Review book-to-tax adjustments, state apportionment and withholding tax computation, and tax allocations for investment partnerships, SPVs, and JVs
  • Review federal and state income tax estimates and tax returns for partnerships and corporations
  • Monitor tax deliverable deadlines and supervise tax payment requests and tax filing calendar prepared by the paralegal
  • Act as a liaison with outside tax administrators and accounting firms for timely releasing of the K1s and filing of all tax returns


    • Bachelor's degree
    • 3-5 years of partnership and corporation tax experience in public accounting or equivalent with a concentration in the financial services sector (i.e. investment partnerships, SPVs, and securities taxation)
    • Proficient Excel knowledge and comfortable with systems and technology
    • Demonstrated attention to detail
    • Excellent analytical and problem-solving skills -
    • Strong interpersonal and communication skills -
    • Ability to thrive under pressure and achieve desired results in a timely manner

      Desired skills

      • CPA

Keywords: Tandym Group, Greenwich , Closed-end Funds Tax Senior, Accounting, Auditing , Greenwich, Connecticut

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