Family Office Senior Tax Manager

Q Investments, a multi-billion-dollar private investment firm in Fort Worth, TX is seeking a sharp, motivated individual to join its Strategic Planning Group as a Senior Tax Manager.

This is a high-profile position with direct access to and interaction with individuals from all divisions of the company including senior management. The Tax Manager will work in an open, team-oriented environment, and will interact with Q's securities transactions teams and private equity teams with the opportunity to advance to becoming a Tax Director of a portfolio company or similar senior role.

Job Responsibilities :

• Assist Q Family Office head of tax with tax projects related to portfolio companies and internal business entities, such as management companies.
• Work with the team to develop tax estimates and report estimates to senior managers within the firm.
• Working with the Q Family Office head of tax, outside CPAs and tax attorneys on tax compliance matters and solving complex tax issues.
• Working within a team to resolve complex tax compliance issues such as accounting methods changes, complex tax allocations, income sourcing, international tax matters, and similar issues.
• Assisting in preparation of tax workpapers including taxable income calculations and tax allocations in complex family office structure.
• Analyzing accounting books and accounting data to identify opportunities to reduce tax and to support tax planning projects
• Assisting in the preparation of federal tax returns for partnerships, S-Corps, C-Corps, tax exempt organizations, and trusts. Includes preparation of several international information returns.
• Create processes and procedures to analyze securities trading activity to detect straddles, wash sales, constructive sales, and other securities-based tax issues.
• Prepare and review realized gain / loss reports, qualified dividend reports, and unrealized gain / loss reports

Requirements :

If you are interested in applying for this position, please submit your information directly to Reggie Stinson at rstinson@qinvestments.com

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting / Auditing

Industries

Investment Management and Accounting

Referrals increase your chances of interviewing at Q Investments by 2x

Medical insurance

Vision insurance

401(k)

#J-18808-Ljbffr