Our London based team of US-qualified tax professionals is a growing practice of 50+ individuals focused on providing exceptional client service to the asset management industry including hedge funds, debt funds, private equity funds and real estate funds and their management companies.
The role will primarily involve overseeing hedge fund US tax compliance engagements for clients with appropriate consideration of risk, operational, and tax technical issues. Researching US tax legislation and explaining the impact to asset management clients will be required as part of contributing to tax consulting projects. You will be working in a dynamic environment and you will be expected to coach junior staff members (both onshore and offshore) and share your knowledge and experience with the entire team. You will also be expected to coordinate multiple engagement teams’ schedules and deadlines.
Skills and attributes for success
- Positive attitude and willingness to be a team player.
- Excellent time and project management skills.
- Proficiency in securities analysis for non-475 funds, including wash sales, straddles, debt, swaps, and other analysis required to compute a hedge fund’s taxable income.
- Practical understanding of hedge fund partnership allocations including an understanding of revaluation accounts and aggregation.
- Experience advising clients on the US tax impact of various trading strategies and fund structures, as well as US tax elections.
- Proficiency in juggling multiple priorities while managing internal and external stakeholders.
- Willingness and ability to learn new concepts with minimal guidance.
- Enthusiasm for coaching and developing team members.
To qualify for the role you must have
- Current CPA, EA or equivalent qualification or Degree / Master’s degree in accounting or taxation (or equivalent).
- Knowledge of corporate and international tax returns and related US tax laws.
- Extensive experience in preparing and reviewing partnership tax returns and Schedules K-1.
- Practical experience with hedge fund securities analysis and allocations.
- In-depth knowledge of Go Systems tax preparation software or similar system.
Ideally, you’ll also have
- Experience managing cross-border teams of 2-6 people.
- Ability to liaise directly with non-tax stakeholders at your clients to explain US tax concepts at a practical level.
- Knowledge of a hedge fund US tax preparation software.
- Knowledge of common management company structures and their US tax considerations.
- Background in financial services, ideally working with hedge funds in a US tax capacity.
- Experience in delivering technical and soft skills training to junior team members.
What we look for
We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:
- Support, coaching and feedback from some of the most engaging colleagues around
- Opportunities to develop new skills and progress your career
- The freedom and flexibility to handle your role in a way that’s right for you