Manager, Tax & Compliance
GranicusSalary not specified
Full Time
Expert & Leadership (9+ years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Real Estate, Alternative InvestmentsIndustries
Requirements
- Bachelor’s Degree in Accounting required; Master’s in Taxation or equivalent preferred
- CPA license preferred
- 5+ years of experience with state and local income/franchise tax; Big 4 experience is a plus
- Significant experience preparing partnership returns and K-1s for an alternative investment manager
- Real estate industry experience is a plus
- Strong Microsoft Excel skills required
- Experience with SAGE Fixed Asset Software or other similar product is a plus
- High level of integrity, detail, self-motivation and organization
- Strong oral and written communication skills
Responsibilities
- Lead the annual tax preparation of partnership and corporate entities that range from single asset joint-ventures to multi-asset funds and blockers
- Analyze state income/franchise tax filing requirements on an annual basis to ensure accurate and timely filing
- Review state tax returns and investor Fund K-1s prepared by tax service providers
- Resolve tax notices from state and local jurisdictions and prepare necessary written correspondence
- Assist with the gathering of information necessary for state audits
- Oversee the preparation of quarterly/periodic estimated state tax and withholding calculations for the partnerships and corporations across fund structures
- Assist with other state tax calculations as requested by the accounting department or upper management
- Oversee the preparation of non-resident withholding waivers
- Assist in the administration of composite return elections
- Liaise with Investor Services and Bridge’s tax service providers to gather investor information needed for composite returns, K-1s, and other tax documents
- Conduct tax research on state and local tax issues
- Mentor a team of staff tax professionals
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What benefits does Bridge Investment Group offer?
The company provides a full insurance benefit suite including Medical, Dental, Vision, Critical Illness, Accident, Short Term Disability, Legal & Identity Theft, and Pet Insurance, along with company-paid Life Insurance and Long-Term Disability, access to benefits concierge and mental health services, a 401K with dollar-for-dollar match up to 6% of pay fully vested immediately, and paid time off accruing 17 days per year plus 11 paid holidays.
What is the salary for the State and Local Tax Manager position?
This information is not specified in the job description.
Is this a remote position, or is there a required location?
This information is not specified in the job description.
What qualifications and skills are required for this role?
A Bachelor’s Degree in Accounting is required (Master’s in Taxation preferred), CPA license preferred, 5+ years of experience with state and local income/franchise tax, significant experience preparing partnership returns and K-1s for alternative investment managers, strong Microsoft Excel skills, and high level of integrity, detail, self-motivation, organization, and communication skills.
What does the team structure look like for this position?
The role reports directly to the State and Local Tax Director, works alongside the Federal Tax team as part of the Tax Department, and involves mentoring a team of staff tax professionals.
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