Description
A well-established investment management organization is seeking a Tax Compliance professional to support the preparation and filing of federal and state tax returns for both tax-exempt and taxable entities. This role is part of a collaborative tax team and is responsible for gathering, tracking, and organizing financial and investment information, preparing detailed tax workpapers, and contributing to ongoing tax initiatives. The position also involves maintaining strong relationships with both internal departments and external partners, supporting tax audits, and participating in special projects and process improvements.
Requirements
The ideal candidate will have 5-10 years of experience in accounting or financial services, with expertise in U.S. international tax forms (5471, 8865), and familiarity with tax-exempt organizations and partnerships. A CPA or MST is preferred, along with advanced Excel proficiency and strong organizational and communication skills. The role requires the ability to manage multiple responsibilities, work under pressure, and meet deadlines. The organization operates on a hybrid work model and does not provide visa sponsorship for this position.
Please reach out to Thatiane Abrantes for immediate consideration. Thank you!
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