Associate - Tax Senior at Brooklyn Investment Group

Sandy, Utah, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Real Estate, Investment ManagementIndustries

Requirements

Bachelor’s Degree in Accounting required; Master’s in Taxation or equivalent preferred
CPA license preferred
3-5 years of experience in preparing partnership returns and K-1s; Big 4 experience is a plus
Real estate industry experience is a plus
Experience with SAGE Fixed Asset Software or other similar product is a plus
Strong Microsoft Excel skills required
High level of integrity, detail, self-motivation, organization and strong team player
Strong oral and written communication skills

Responsibilities

Assist with the annual tax preparation of Bridge’s partnership and corporate entities that range from single asset joint-ventures to multi-asset funds and blockers
Review of federal and state tax returns, as well as investors’ Fund K-1s prepared by Bridge’s tax service providers
Prepare quarterly/periodic estimated tax and tax withholding calculations for the partnerships and corporations within the various fund structures
Assist with other tax calculations as requested by the accounting department or upper management
Manage the quarterly fixed asset processes in Sage FAS for existing and new assets within each of the Fund structures
Research tax notices from federal/state agencies and prepare written correspondence as needed
Assist in managing information requests from Bridge’s tax service providers
Liaise with Investor Services and Bridge’s tax service providers to gather investor information needed for composite returns, K-1s, and other tax documents
Perform tax research into Federal/State tax issues
Other duties as assigned including general administrative duties such as scanning and filing data

Skills

Tax Preparation

Partnership Returns

K-1s

Federal Tax

State Tax

Estimated Tax Calculations

Fixed Assets

Sage FAS

Tax Research

Microsoft Excel

Brooklyn Investment Group

Integrates crypto and equity portfolios for advisors

About Brooklyn Investment Group

Brooklyn connects traditional financial advisors with digital wealth management by offering a platform for customized portfolios that include both cryptocurrency and equity investments. The platform features automated tax loss harvesting to enhance after-tax returns and provides professional risk management guided by an experienced Chief Investment Officer. Brooklyn's leadership team has extensive backgrounds in finance and technology, allowing them to deliver advanced tools and services to financial advisors. The company's goal is to improve investment performance and risk management for its clients.

New York City, New YorkHeadquarters

2016Year Founded

$14.5MTotal Funding

SEEDCompany Stage

Fintech, Financial ServicesIndustries

11-50Employees

Risks

Increased competition from fintech companies could erode Brooklyn's market share.

Cryptocurrency market volatility poses risks to Brooklyn's crypto portfolios.

Regulatory scrutiny on AI-driven services may increase compliance costs for Brooklyn.

Differentiation

Brooklyn integrates crypto and equity portfolios for financial advisors.

The platform offers automated tax loss harvesting to enhance after-tax returns.

Brooklyn's leadership includes experts from top-tier financial institutions.

Upsides

Brooklyn raised $21 million in Series A funding to scale its platform.

The rise of DeFi offers new crypto investment opportunities for Brooklyn.

Increased regulatory clarity around crypto benefits Brooklyn's portfolio offerings.

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