Tax Compliance Consultant

Overview

• Serve as a Tax Compliance Consultant, specializing in partnership and individual tax compliance for asset management clients.
• Collaborate with a dynamic team in a hybrid work environment, balancing on-site and remote flexibility.
• Utilize advanced Excel skills to manage and analyze large datasets effectively.
• Contribute to tax compliance processes during peak periods, ensuring accuracy and timeliness.
• Leverage prior experience with asset management clients, including fund of funds and hedge funds.
• Engage in professional development opportunities to enhance tax compliance expertise.
• Work with CCH ProSystem to streamline tax compliance operations.
• Support a collaborative environment that values precision and efficiency in tax processes.

Key Responsibilities & Duties

• Prepare and review partnership and individual tax returns with a focus on asset management clients.
• Analyze and manage large datasets using advanced Excel functions and tools.
• Collaborate with team members to ensure compliance with tax regulations and deadlines.
• Provide expertise in tax compliance for fund of funds and hedge funds.
• Utilize CCH ProSystem to enhance the efficiency of tax compliance processes.
• Maintain high attention to detail while managing multiple projects under tight deadlines.
• Assist in training and onboarding processes during initial hybrid work setup.
• Adapt to peak workload periods by working overtime as necessary.

Job Requirements

• Bachelor of Arts (BA) degree required, preferably in Accounting or related field.
• Minimum of 4 years of experience in partnership and individual tax compliance.
• Preferred 10 years of experience, including work with asset management clients.
• Proficiency in CCH ProSystem and advanced Excel skills essential.
• Experience at a Big 4 or top 10 accounting firm strongly preferred.
• Ability to manage multiple projects under tight deadlines with strong attention to detail.
• Flexibility to work overtime during peak periods (August through October 15).
• Hybrid work arrangement with initial training period requiring 2-3 days onsite.