EXPERIENCED TAX ACCOUNTANT or SENIOR (REMOTE - CA)

Pathway Capital Management
Irvine, CA, US
Remote
Full-time

Job Description

Job Description

SUMMARY OF POSITION RESPONSIBILITIES :

  • Prepare tax workpapers and support for external CPA tax advisor for partnerships and foreign corporations
  • Review various Fund of Fund Federal and State tax returns for partnerships and Cayman Blocker corporations prepared by external tax advisor
  • Perform review of Cayman Blocker tax provisions prepared by external tax advisor
  • Review analysis of investment partnership schedule K-1s / K-3s / Foreign Forms (8621,8865,926)
  • Prepare monthly distribution analysis of tax withholding for distributions to investors
  • Prepare quarterly ECI estimate analysis to determine ECI tax withholding
  • Prepare Form 8804 (ECI) and 1042 (FDAP) tax returns
  • Assist with resolving state notices
  • Assist with the preparation of tax-related correspondence
  • Manage high volume of tax-related email communications, both incoming and outgoing
  • Correspond with outside investment professionals
  • Oversee maintenance of extensive tax information in database
  • Experience with FATCA / CRS AEOI reporting, preferred
  • Assist with resolving investor inquiries
  • Assist with special projects
  • Depending on experience level, work with management in overseeing staff and fostering a productive environment for the department

PERSONAL TRAITS :

The successful candidate should possess :

  • Bachelor’s Degree in Accounting with at least 1-4 years of tax related experience, preferred in investment management industry
  • CPA license preferred / eligible
  • Flexibility with working paid overtime, as needed
  • Ability to work independently and as part of a team
  • Ability to work cooperatively and collaboratively with internal accounting / finance team and external professionals
  • Strong organizational / multi -tasking and project planning skills
  • Ability to effectively prioritize projects to meet deadlines
  • Ability to multi-task and absorb high volumes of documentation and correspondence
  • Strong analytical and problem solving skills with an attention to detail and an eye for accuracy
  • Excellent written and verbal communication skills, including the ability to effectively and professionally articulate via phone, email, and in person
  • Proficient in business systems applications such as Microsoft Office (Intermediate to advanced excel skills)
  • 20 days ago
Related jobs
Regal Executive Search
Newport Beach, California

Our client is a full-service certified public accounting firm located in Newport Beach, CA is looking for an experienced Tax Senior. Solid understanding of individual, corporate and partnership tax law. Effective communication, written and oral, to work directly with clients and staff. Ability ...

Retail Options
Anaheim, California
Remote

We offer high base salaries, overtime paid at time and one half for Seniors, large Manager bonuses, relocation (or the option to permanently work from home in any U S location if you live in either the PST or MST times zones), visa assistance, and exceptional opportunities for career growth. Senior ...

Career Development Partners
Irvine, California
Remote

Professional, friendly work environment features a great work life balance and the ability to either work fully remote and live anywhere in either PST or MST time zones, or work remotely with some in office or client location work assignments. Prepare tax returns of individuals, trusts and partnersh...

All Star Healthcare Solutions
California, US

An experienced Nurse Practitioner or Physician Assistant is needed for a growing group in Indio CA Please see below for additional details and refer to Job ID #70422. Will consider a local new graduate with strong experience in primary care and an active RN CA license or pending CA licence . Perform...

Gables Search Group
Irvine, California
Remote

Professional, friendly work environment features a great work life balance and the ability to either work fully remote and live anywhere in either PST or MST time zones, or work remotely with some in office or client location work assignments. Prepare tax returns of individuals, trusts and partnersh...

Easley Resource Group
Irvine, California
Remote

Professional, friendly work environment features a great work life balance and the ability to either work fully remote and live anywhere in either PST or MST time zones, or work remotely with some in office or client location work assignments. Prepare tax returns of individuals, trusts and partnersh...

Vogrinc & Short, Inc.
Irvine, California
Remote

We offer high base salaries, overtime paid at time and one half for Seniors, large Manager bonuses, relocation (or the option to permanently work from home in any U S location if you live in either the PST or MST times zones), visa assistance, and exceptional opportunities for career growth. Senior ...

Steele Staffing
Irvine, California
Remote

We offer high base salaries, overtime paid at time and one half for Seniors, large Manager bonuses, relocation (or the option to permanently work from home in any U S location if you live in either the PST or MST times zones), visa assistance, and exceptional opportunities for career growth. Senior ...

Markent Personnel
Anaheim, California
Remote

We offer high base salaries, overtime paid at time and one half for Seniors, large Manager bonuses, relocation (or the option to permanently work from home in any U S location if you live in either the PST or MST times zones), visa assistance, and exceptional opportunities for career growth. Senior ...

Sun Recruiting, Inc.
Irvine, California
Remote

Professional, friendly work environment features a great work life balance and the ability to either work fully remote and live anywhere in either PST or MST time zones, or work remotely with some in office or client location work assignments. Prepare tax returns of individuals, trusts and partnersh...