Gen II Fund Services · 1 hour ago
Tax Director
Denver, NC
Full-time
Hybrid
Senior Level, Lead/Staff
$160K/yr - $180K/yr
8+ years expGen II Fund Services is one of the largest global independent private equity fund administrators, and they are seeking Tax Directors to join their growing team of professionals. The role involves overseeing tax compliance services, managing client engagements, and leading a team of tax professionals.
Asset ManagementFinanceFinancial ServicesHedge Funds
No H1B
Responsibilities
Obtain a detailed understanding of the client’s partnership agreement(s) and how to apply it to deliverables, including creating and reviewing tax-carried interest computations
Review and oversight of the validation of Forms W-8BEN, W-8BEN-E, W-8EXP, and W-8IMY to ensure proper administration of treaty claims for reduced U.S. withholding tax
Final sign-off and review of federal and state tax returns and associated workpapers
Frequent communication with various clients and tax authorities
Coordinate with external auditors and tax reviewers
Progressive responsibilities include supervision, training, and evaluation of tax personnel at several levels
Lead, direct and coach a team of tax professionals at various levels
Manage special projects, when requested
Qualification
Required
Bachelor's or master's degree in accounting (150 credit-hours minimum)
8+ years of experience in the attributes
5 + years of supervisory experience
Understanding of U.S. partnership taxation
CPA certification or equivalent with active PTIN
Proficiency with Microsoft Office applications
Ability to multi-task and meet deadlines
Strong work ethic
Excellent verbal and written communication skills
Strong organizational and analytical skills
Thrive independently and as part of a team
Preferred
Advanced degree such as Masters in Taxation, JD, and/or LLM
Understanding of U.S. international taxation rules associated with ECI, Branch Profits Tax, FDAP, FATCA and FIRPTA
Understanding of U.S. corporate taxation
Private equity work experience
Tax work experience with an emphasis in partnership and/ or international tax matters
Proficiency with Thomson Reuters GoSystem
Benefits
Comprehensive benefits package
Company
Gen II Fund Services
Gen II Fund Services provides highly customized, client-centric accounting and administrative services to the private equity industry.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2020-11-06Private Equity
2017-06-01Private Equity
Leadership Team
Norman Leben
Co-Founder & Senior Advisor
Anne-Claire Berg
Chief People and Impact Officer
Recent News
2025-09-05
2025-07-15
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