Us Taxation Associate

The Tax Associate is responsible for delivering a full range of U.S. tax services to our clients in compliance with federal and state laws and regulations within a timeframe. You will be responsible for tax returns preparation and review.

Required Skills:

• Prepare U.S. federal, state, and local income tax returns for partnerships.
• Demonstrate proficiency in hedge fund strategies, including long/short equity, etc.
• Experience with various hedge fund structures (master-feeder, mini-master, fund-of-funds).
• Experience with financial services taxation, including wash sales, QDI, PFIC reporting, Section 1256 contracts, NPCs, Section 988, constructive sales and straddles.
• Experience with aggregate tax allocations.
• Experience with calculation of taxable income and partner tax allocations.
• Working knowledge of compliance with all tax regulations and timely filing of tax returns.
• Perform detailed self-review of work for accuracy and completeness.
• Possess strong written and verbal communications skills in English.
• Be a team player that has a proven record of working effectively.
• Ability to multi-task and balance between competing priorities.
• Ability to provide accurate and timely reporting of client deliverables.
• Proficient with using Microsoft products such as Excel, Word, Sharepoint, and Teams.
• Proficient with GoSystem Tax RS.
• Maintain client confidentiality pertaining to the client, staff and the firm in general.
• Working knowledge of United States federal, state, and local tax laws.
• Ability to provide accurate and timely reporting of client deliverables.
• Proficient with using Microsoft products such as Excel, Word, Sharepoint, and Teams.
• Proficient with GoSystem Tax RS.
• Maintain client confidentiality pertaining to the client, staff and the firm in general.
• Working knowledge of United States federal, state, and local tax laws.

Qualifications:

• Bachelors degree in accounting, Finance, Commerce or a related field.
• Post-graduate degree in finance/accounting/commerce/statistics or MBA is preferred.
• U.S. CPA or IRS Enrolled Agent qualification is preferable.
• 1-5 years of experience in public accounting with focus on hedge fund tax accounting concepts including partnership tax accounting, tax allocations, management and incentive allocations.
• A preparer tax identification number (PTIN) is required for tax returns. If you do not have a PTIN or if your PTIN is expired, you are requested to complete the new or renewal application process (as applicable) before joining Apex.