08 Sep
|
Elliott Davis
|
Vasanthanagar
08 Sep
Elliott Davis
Vasanthanagar
Elevate Your Career with Elliott Davis
At Elliott Davis, our mission is to make a positive impact on our clients, our people, and our communities. We are committed to elevating every experience through a culture of care, collaboration, and continuous growth. Guided by our core values— Do the Right Thing, Service to Others, Mutual Respect, Always Getting Better , and Quality —we create opportunities for talented professionals to thrive.
About the Opportunity
We are looking for a Tax Senior with fund partnership tax experience to work in our Alternative Investments and Private Equity Practice groups . This candidate will prepare and sometimes perform the technical review of fund partnership entities and related state filings. Tasks include the preparation of intermediate and complex level tax returns, reviewing basic engagements, as well as researching and consulting on tax matters. The Tax Senior is responsible for sustaining excellent customer relationships and supervising, motivating, and developing our tax associates to become future members of this industry group.
What You'll Do
Prepare tax returns for private equity funds, Fund of Funds and Trader/Hedge Funds.
Prepare and maintain partnership capital accounts and 704(b) schedules
Review operating agreements and allocation provisions to ensure proper income allocations
Prepare necessary foreign filings such as 1042s, 5471s, 8804 and 8865s
Address complex areas such as carried interest and incentive allocations, tiered partnership structures, timing differences and special allocations
Review letters of intent, purchase agreements, and other legal documentation related to tax transactions when applicable
Continuously expanding Subchapter K knowledge and application , as well as overall professional development
Perform complete and efficient technical reviews of fund partnership tax returns
Gather data from customer and/or third-party sources
Perform basic tax research to support tax return positions
Resolve all open items/issues encountered on assigned engagements
Actively monitor engagement economics by managing budgets and seeking efficiencies
Direct and control concurrent assignments to successful completion
Develop and lead associates through engagements, delegate assignments and tasks when appropriate
Provide honest, objective, and constructive feedback in timely manner to associates
Collaborate to identify and sell opportunities among existing customers
Serve as a mentor and role model through active participation in firm committees, departmental matters, and events
Active in recruitment of new and experienced associates
What We're Looking For
Bachelor’s degree or Master’s degree in accounting, finance, must
Significant progress toward EA License or CPA certification, preferred
Minimum 4+ years of recent public accounting firm experience
Experience working with private equity funds, fund of funds and hedge/trader funds (Form 1065) and dealing with Subchapter K reporting matters
Strong oral and written communication skills
Effective analytical and problem-solving ability
Strong time and work management skills
Leadership and project/team management skills
Advanced excel skills
Knowledge of CCH Axcess is a requirement but not mandatory
Knowledge of CaseWare is preferred but not required
Why Join Us?
Team-oriented, people-first culture focused on professional development.
Exposure to complex alternative investment and private equity structures .
Opportunities to build deep expertise in partnership taxation and Subchapter K.
Career advancement and leadership opportunities.
Hybrid work flexibility after onboarding and training period.
NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet the ongoing need of the organization.
📌 Tax Senior 1065 - Private Equity (Vasanthanagar)
🏢 Elliott Davis
📍 Vasanthanagar