The Citco Group Limited · 2 months ago
Manager, Tax - Private Equity
Jersey City, NJ
Full-time
Hybrid
Mid, Senior Level
$110K/yr - $180K/yr
5+ years expCitco is a leading provider of asset servicing solutions, known for its innovative approach in the industry. The Manager, Tax - Private Equity role involves managing tax deliverables for private equity clients, building client relationships, and overseeing a team to ensure compliance and resolve tax-related issues.
FinanceFinancial Services
Responsibilities
Build new and existing client relationships and demonstrate knowledge of the industry
Work collaboratively with clients and third party auditors in order to resolve tax related issues faced by clients
Manage private equity tax deliverables and client relationships, including preparation and review of tax estimates, year-end tax workpapers, and Schedule K-1s
Manage and train direct reports both locally and overseas and coordinate assignments
Review federal and state tax returns prepared by third party tax preparers
Review complex international tax forms, particularly Forms 8865, 8858, 8621 and 5471
Work on issues related to withholding tax and assist in the preparations of Form 8804, Form 8805, Form 1042, Form 1042-S; identify foreign/domestic status of partner(s) by analyzing Forms W-8BEN, W-8ECI, W-8IMY and/or W-9
Research federal, state, and international tax issues
Liaise with clients and their tax advisors on the preparation of partnership income tax returns
Liaise with Fund Accounting, Onboarding, Waterfall, and other Citco teams globally
Participate in technology automation, procedure development, and other special projects
Qualification
Required
5+ years of relevant private equity tax experience with high volume operational environment
Minimum of a Bachelor's Degree in Accounting
Knowledge of private equity structures
Knowledge of partnership accounting and allocations, including tax waterfalls
Experience with federal and state tax return compliance
Experience with managing and/or leading staff
Excellent analytical and problem solving skills with high degree of attention to detail
Excellent written and verbal communication skills
Strong sense of ownership and accountability of work product
Strong Excel skills
Preferred
CPA preferred
Knowledge of Investran a plus
Benefits
Medical, dental, and vision coverage
Short and long-term disability benefits
A retirement savings plan
Tuition reimbursement
Mental health and wellness support
Parental leave
And more
Company
The Citco Group Limited
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
GIC
2025-05-13Private Equity
2011-06-26Private Equity
Leadership Team
Vincent Gillet
Executive Vice President
Recent News
2026-01-20
2025-12-03
2025-11-11
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