We are currently seeking an experienced Tax Accountant to prepare and review investment, partnership, and corporate returns and tax work papers.

Location – Stamford, CT

Responsibilities:

  • Perform first review of Federal & state partnership tax returns utilizing GoSystem RIA
  • Perform the following functions:
    • Review tax analyses
      • Wash Sales
      • Constructive Sales
      • Straddles
      • Market Discount
      • Swaps – bullet and NPC
      • K-1 summary analyses
    • Review book to tax income reconciliation and develop comprehensive tax work papers
    • Calculate foreign tax withholding and prepare necessary tax forms
    • Review quarterly tax estimates and year-end projections
  • Oversee the collection and tracking of external K1s, PFICs, true-ups, estimated K-1s and review K-1 summary and tax analyses
  • Able to review and interpret footnote disclosures
  • Collect and review documentation to support tax return filings
  • Perform research of relevant tax laws, regulations and rulings to determine proper tax treatment of issues
  • Analyze company financial statements

Skills and Knowledge Required:

  • 10+ years of partnership tax experience with a main concentration in investment partnerships and fund of funds
  • Calculating Built-in Gain
  • Understanding of 704c
  • Extensive knowledge of tax allocations
  • Extensive knowledge of foreign reporting requirements
  • Extensive knowledge of state tax filings and state withholding calculations
  • Strong fundamentals with MS Excel and GoSystem is required
  • Excellent interpersonal and communication skills
  • Strong analytical and problem solving skills with the ability to meet deadlines
  • Team player, ability to set priorities and direct team members accordingly, highly organized, attentive to detail and ability to multi-task

Education:

  • A BA/BS in Accounting is required; preferably CPA certified.

 

Please email resumes@rockitco.com with your resume attached to apply!

 

 

The above requirements and qualifications are meant to describe the general nature of the position and do not represent all duties to be performed by the selected candidate. Please note that only candidates who are under consideration for the position will be contacted. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.