Tax Manager, AVP – Partnership / Alternative Investments recruitment
MAJOR RESPONSIBILITIES:1.Plan and monitor tax department activities and provide review and guidance in regards to the preparation of: Partner level income allocations in accordance with code section 704(c); Annual security tax adjustments and allocation of adjustment to partners capital accounts Monthly reconciliation of income allocated and partner capital balances between transfer agency, fund accounting and partnership systems Form 1065, Schedules K-1s and all applicable state filings NRA distributive shares for foreign partners upon redemption and at taxable year end2 During peak cycles, provide Read more […]
Tax Supervisor, Officer – Partnership / Alternative Investments recruitment
MAJOR RESPONSIBILITIES:1.Plan and monitor tax department activities and provide review and guidance in regards to the preparation of: Partner level income allocations in accordance with code section 704(c); Annual security tax adjustments and allocation of adjustment to partners capital accounts Monthly reconciliation of income allocated and partner capital balances between transfer agency, fund accounting and partnership systems Form 1065, Schedules K-1s and all applicable state filings NRA distributive shares for foreign partners upon redemption and at taxable year end2 During peak cycles, provide Read more […]