Description Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Our client, a premier private equity firm located in California, is leading the way in high-growth technology and related sectors. With billions under management as an SEC-registered investment adviser, they provide specialized capital and expertise to elevate companies to the global stage.In this vital role, you will be an integral part of the Finance Team, reporting directly to the Director and CFO. This HYBRID position offers competitive compensation and a comprehensive benefits package.Key Responsibilities:
Oversee tax compliance for private equity funds and the management company.
Ensure the timely filing of federal, state, and local tax returns, FATCA/CRS reports, 1099s, sales tax, and other required filings with external providers.
Manage investor tax certificates and coordinate with banking institutions.
Handle quarterly estimated tax payments and respond to tax notices.
Assist with tax communications and review allocations, adjustments, and distributions.
Monitor tax provisions outlined in fund agreements.
Support tax planning efforts for management companies.
Collaborate with deal teams on global structuring and holding company setups.
Implement tax policies and enhance processes through automation.
Requirements
Bachelor’s degree in Accounting preferred; CPA designation is a plus.
6+ years of accounting experience, particularly within private equity and venture capital.
In-depth knowledge of investment management, Subchapter K partnership, and international tax compliance.
Experience with international investment tax is a valuable addition.
Strong leadership qualities and excellent interpersonal skills.
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
