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
State and Local Tax
Income/Franchise Tax
Partnership Returns
K-1 Preparation
Composite Returns
Non-resident Withholding
Estimated Tax Calculations
Tax Research
Microsoft Excel
SAGE Fixed Assets
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