Tax Analyst (5+ years)

Hedge fund tax analyst to join a growing group of tax professionals focusing on tax compliance and automation.

Qualifications
  • Bachelor's degree in accounting and CPA plus Master's in taxation preferred
  • 5+ years in financial services tax compliance, partnership taxation
    • With Top 10 accounting firm, fund administrator, or large hedge fund
    • Experience with both direct hedge funds and funds-of-funds
  • Strong knowledge of the taxation of financial products
  • Team-oriented personality
  • Candidate must be "hands-on," detail oriented, with strong organizational skills
  • Managerial experience

Areas of Expertise
  • Detailed analysis of complex financial products, including equities, fixed-income instruments, and derivatives
  • Partnership tax allocations
  • State and local reporting, including allocation and apportionment, composite tax filings, nonresident withholding, entity-level estimated tax payments
  • Foreign partner withholding tax
  • International reporting, including compliance with FATCA, CRS, and country-by-country reporting

Responsibilities
  • Prepare and review investment partnership, foreign corporation, and management company tax workpapers
  • Coordinate timing of K-1, 1065, and 1120S deliverables with outside service providers
  • Coordinate investor activity and K-1 distribution with Investor Relations team
  • Coordinate trading and asset servicing characterization with Operations team
  • Prepare federal and state withholding analyses and forms
  • Tax research on financial products and partnership compliance topics
  • Assist in responding to various federal and state inquires
  • Assist project management and IT development teams with functional requirement specifications and testing of tax compliance automation initiatives

Systems
  • Advent Geneva
  • Thompson Reuters Checkpoint, Bloomberg BNA, Tax Notes
  • GoSystems Tax

Location: New York, NY
To submit resumes or ask questions, e-mail careers@rentec.com.
No telephone inquiries, please.

Renaissance Technologies is an equal opportunity employer.