Tax Manager

TAX Manager

Who is Gen II?

Gen II is a leading fund administration provider focused entirely on serving

private capital asset managers and investors with a best-in-class combination of

people, process, and technology. Gen II has more than $1 trillion in private

fund capital assets under administration and recently acquired Crestbridge to

expand operations in the UK and Europe.

With offices in the US and Europe, we’re looking for do-ers, problem-solvers,

and entrepreneurs like you who want to make an impact in our industry, grow with

us, and create a community where everyone thrives.

Careers mean more at Gen II – more opportunity, more innovation, and more ideas!

You’ll have the opportunity to grow in ways that are meaningful to you and work

alongside some of the best people in their field. You’ll also receive training

which will advance your skill set, both technically and personally allowing you

to achieve your career aspirations with us. Be part of our community that

recognizes achievements, promotes from within, and receive meaningful benefits

which focus on your physical, mental and financial well-being.

www.gen2fund.com [http://www.gen2fund.com]

What’s the role?

Gen II is seeking a Tax Manager to join our growing team of professionals. You

will be actively involved in the tax compliance services for client engagements

including, private equity funds, private equity fund of funds, SBIC funds and

family office private equity programs.

What you’ll be doing

• 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 validate Forms W-8BEN, W-8BEN-E, W-8EXP and W-8IMY to properly

administer treaty claims for reduced U.S. withholding tax

• Review federal and state tax returns and associated workpapers
• Calculate quarterly estimated tax payments
• Research and respond to various client and tax authority requests
• Meet ad-hoc tax compliance requests from clients and partners/ investors
• Review responses to state and federal tax notices
• Coordinate with external auditors and tax reviewers
• Progressive responsibilities to include supervision, training and evaluation

of accounting staff and first level review of all tax workpapers and

deliverables

• Other assigned projects

Required Experience

• Bachelor’s or master’s degree in accounting (150 credit-hours minimum)
• 4+ years of experience
• Understanding of U.S. partnership taxation
• CPA candidate
• 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

Desired Experience

• CPA certification
• 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
• Prior supervisory experience
• Private equity work experience
• Tax work experience with an emphasis in partnership and/ or international tax

matters

• Proficiency with Thomson Reuters GoSystem

The salary range for this position is $120,000 - $160,000, in addition to a

discretionary bonus and comprehensive benefits package. Please note that the

actual salary offered within that range will depend on the candidate’s

experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized

to work in the United States. Please note that all US employees are required to

work a hybrid schedule, comprised of three (3) days a week in our office and two

(2) days remotely.

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