Officer 3, Regulatory & Compliance

Job Description

Job Summary:

We are seeking an experienced tax professional to join our team as an Officer 3 – US Taxation specializing in partnership taxation for private equity structures. The ideal candidate will have good technical expertise in partnership tax compliance and advisory, with a basic understanding of private equity funds, management companies, and general partners

Responsibilities / Key competencies for the position

• Prepare and review federal and state partnership tax returns (Form 1065), related schedules (K-1, K-2/K- 3) and corporation returns (Form 1120)

• Prepare tax workpapers based on client-provided financial data.

• Ensure accurate and timely filing of tax returns for private equity funds, management companies, and GPs.

• Manage quarterly and annual tax estimates and extensions

• Support tax planning strategies to optimize after-tax returns for investors and partners.

• Stay updated on tax regulations, IRS guidance, and legislative changes impacting private equity.

• Implement best practices for documentation and internal controls.

• Demonstrate ownership of his/her own development, highlighting when and where additional support and development is required.