Description

You will manage partnership tax calculations and compliance workflows.

This role is on-site.

Responsibilities

• Prepare and review tax work papers for partnership taxable income calculations.
• Execute filing and review for forms including 1065, 1120, 588, 1099, W-8, 8832, 8875, 8865, and 8937.
• Perform Federal and State K-1 schedule reviews for all partners.
• Analyze financial data from portfolio companies to calculate partnership tax withholdings (ECI, FDAP, and state).
• Track partnership and partner tax basis and assist with quarterly estimates.

Required Skills

• 3+ years of experience in tax analysis or related functions.
• Direct experience with Form 1065 and 1120.
• Knowledge of K-1 schedule review processes.
• Ability to calculate ECI, FDAP, and state tax withholdings.
• Experience tracking partnership and partner tax basis.
• Proficiency in analyzing financial information from portfolio companies.
• Ability to document and debug issues within a tracking system.

Preferred Skills

• Collaboration with US-based tax and fund accounting teams to resolve issues and maintain interfacing systems.

Key Skills

Education

Any Graduate