35464 | Senior Investment Fund Accountant (Onsite)
Aventura, Florida
Direct Hire
Added - 08/29/24
Accounting/Finance
Senior Investment Fund Accountant (Onsite)
A large real estate investment organization is seeking a motivated Senior Investment Fund Accountant to join its progressive corporate team.
• Preparing month-end, quarter-end and year-end working papers, including reconciliations
• Preparing monthly distribution to investors
• Reporting daily capital raise to the team and maintain cumulative reports and graphs regarding such
• Review and process all accounts payable items
• Assist with providing information to the auditors and tax preparers for the legal entities and funds and distribution of Form K-1’s to investors
• Coordinate and seek financial information from our third-party property managers
• Responsible for recording intercompany due to/due from and maintaining them in balance
• Completing daily, weekly and monthly reconciliations, along with research and follow of unreconciled items, for assigned entities
• Adhere to established procedures for compliance and efficiency
• Provide required documentation and maintain appropriate source documents and other related records in support of all entries.
• Increases productivity by developing automated accounting applications, coordinating information requirements.
• Protects operations by keeping financial information confidential.
• Contributes to team effort by accomplishing related results as needed.
• Ability to seek out relevant information from others (i.e. co-workers, other employees in the office, banks, etc.).
• Preparation of partnership taxable income, tax allocations and tax estimates for funds assigned to you.
• Calculate quarterly withholdings for international investors.
• Act as liaison with CPA firm to ensure timely filing of all tax returns, extensions, and estimated payments for funds assigned.
• Respond to Ad Hoc requests from investor relations team.
Requirements:
• AA-BA in Accounting with 2-4 years’ experience
• Advanced Microsoft Excel (pivot tables, VLOOKUP's) and Advanced Word skill set
• Ability to multitask and meet constant deadlines
• Self-motivated, comfortable taking initiative and possess superior organization skills
• Experience in the real estate, property management industry a plus
• Tax Return preparation a plus
This is full-time Monday to Friday 9am to 6pm, with additional hours/times as needed in Aventura, FL
#LI-CB1
36203 | Tax Supervisor
Milwaukee
Direct Hire
Added - 08/23/24
Tax
*Hybrid or Remote options available for the right candidates – Must be in the region
Our client, a Milwaukee based CPA firm is seeking a Tax Supervisor to join their team. Supervisors will be responsible for reviewing individual, fiduciary, partnership, and/or corporate income tax returns, and consulting with clients on tax planning.
All are encouraged to be involved in the operation of the firm based on each individuals’ areas of interest. A great work life balance, team work, community involvement, career growth, and an open-door policy are few of what sets them apart.
Clients include high net worth individuals, entrepreneurs, closely held business, non-profits, and others from across the US to overseas.
Responsibilities
• Planning, managing, completing, and delivering engagements in a timely and efficient manner.
• Reviewing individual, fiduciary, partnership, and/or corporate income tax returns for clients
• Preparing very complex individual, fiduciary, partnership, and/or corporate income tax returns for clients
• Managing client relationships, including direction of client correspondence
• Supervising team members and participating in their professional development
• Managing correspondence with taxing authorities and coordinating response with team members to address inquiries and proposed adjustments
• Supervising and leading the department and other team members throughout the course of each engagement
• Analyzing all engagements to identify key points of technical focus and required procedural changes as necessary
• Contributing to a positive and collaborative workplace, demonstrating commitment to delivering the highest quality of service to clients, and adherence to ethical standards
• Providing input on firm operations, including recruiting, training, marketing, technology, and procedures
Qualifications
• CPA certification required (or tracking)
Minimum 4 years of public accounting experience required
#PermIL2024
36181 | Interim Payroll Tax Manager
Chicago, Illinois
Contract
Added - 08/22/24
Tax
A large legal / law firm client of ours in downtown Chicago is seeking an Interim Payroll Tax Manager to join their team (Hybrid - 2 days in office).
7-10 years of experience with payroll and payroll tax, with in-house payroll tax filing experience required!
GENERAL DUTIES / RESPONSIBILITIES:
File, audit, review and analyze company payroll tax deposits and returns for federal, state, and local agencies semimonthly, quarterly, and Annual (Creation of W2s and Annual returns). Responsible for filing tax amendments and reconciliations.
Research and resolve tax notices and mitigate potential penalties and interest by working directly with the tax agencies.
Assist with Telecommuter agreements and respond to management if we are registered in a State and local and provide details on from a payroll perspective about state or local.
Responsible for registering for approved new State, Local and Paid family leave accounts.
Maintains all tax-related systems including in-house software (Peoplesoft)
Responsible for ensuring that all department documentation for payroll tax processes/procedures is continually updated.
Monitor regulatory agencies to ensure compliance with all payroll tax related laws and changes.
Communicate payroll tax issues/updates effectively with internal team members.
REQUIREMENTS:
7-10 years of experience payroll, and payroll tax, with experience in-house payroll tax filing.
Understand Federal, State, Local, Unemployment, and Paid family leave laws in all 50 states. Demonstrated payroll experience with an in-depth payroll tax related emphasis with multi-state and local tax experience.
Experience with system implementation and tax update testing.
The highest level of data integrity and analytical aptitude is required for the role.
Analytical, problem solving, and decision-making skills (with a passion for detail)
Must be a highly motivated self-starter and ability to work independently.
Strong verbal Communication and listening skills.
Actively share ideas in a constructive and positive manner
Basic General ledger knowledge. Knowing how to reconcile tax GL accounts.
Effective organization skills Ability to ensure agency deadlines and firms needs are met.
Ability to multi-task effectively without compromising quality of work.
Handles special projects as needed.
Proficient in Microsoft Office especially Excel(intermediate), PDF, word.
If you, or someone you know, is interested please apply today!
#LI-JL1
#MRIL2024
34915 | Tax Supervisor
Milwaukee
Direct Hire
Added - 08/19/24
Tax
*Hybrid or Remote options available for the right candidates – Must be in the region
Our client, a Milwaukee based CPA firm is seeking a Tax Supervisor to join their team. Supervisors will be responsible for reviewing individual, fiduciary, partnership, and/or corporate income tax returns, and consulting with clients on tax planning.
All are encouraged to be involved in the operation of the firm based on each individuals’ areas of interest. A great work life balance, team work, community involvement, career growth, and an open-door policy are few of what sets them apart.
Clients include high net worth individuals, entrepreneurs, closely held business, non-profits, and others from across the US to overseas.
Responsibilities
• Planning, managing, completing, and delivering engagements in a timely and efficient manner.
• Reviewing individual, fiduciary, partnership, and/or corporate income tax returns for clients
• Preparing very complex individual, fiduciary, partnership, and/or corporate income tax returns for clients
• Managing client relationships, including direction of client correspondence
• Supervising team members and participating in their professional development
• Managing correspondence with taxing authorities and coordinating response with team members to address inquiries and proposed adjustments
• Supervising and leading the department and other team members throughout the course of each engagement
• Analyzing all engagements to identify key points of technical focus and required procedural changes as necessary
• Contributing to a positive and collaborative workplace, demonstrating commitment to delivering the highest quality of service to clients, and adherence to ethical standards
• Providing input on firm operations, including recruiting, training, marketing, technology, and procedures
Qualifications
• CPA certification required (or tracking)
Minimum 4 years of public accounting experience required
#LI-CM1
35491 | Senior Transfer Pricing Analyst
Northbrook, Illinois
Direct Hire
Added - 08/19/24
Tax
Role – Sr. Transfer Pricing Analyst
*Hybrid (3 days a week on-site)*
Job Summary:
The Sr. Transfer Pricing Tax Analyst will be responsible for working with the Director, Tax, primarily as a global Transfer Pricing Senior Tax analyst in a collaborative multinational multi-entity manufacturing environment to ensure that tax accounting, tax compliance, tax audits and tax planning regarding the Company’s domestic and international operations are compliant and executed in accordance with a culture that promotes the highest ethical standards of accounting.
Major Responsibilities:
Strong knowledge of IRC Section 482 and equivalent foreign country requirements.
Understanding of OECD Model Tax Convention on Income and Capital.
Strong knowledge of U.S. tax principles regarding U.S. and international operations.
Strong knowledge of ASC 740 income tax accounting is prerequisite.
Manages preparation of contemporaneous transfer pricing documentation and compliance.
Manges periodic transfer pricing calculations, functional analyses, modeling, projections, and scenario planning.
Manages development of and updates to written transfer pricing policies and intercompany agreements.
Participates in U.S. and international tax controversy and bilateral competent authority procedures.
Assists in process improvement and identifies opportunities for increased automaton.
Performs other duties, manages processes and projects, assists tax staff members as needed.
Internal Controls:
Understands and complies with established departmental processes and procedures designed to support internal controls efforts under Sarbanes Oxley. Identifies and brings to the attention of department management internal controls risks or deficiencies. Assists in the development and refinement of internal controls as they relate to income tax accounting and reporting.
Incumbent Attributes:
Bachelor’s degree in accounting (or equivalent), an advanced degree in taxation desired.
Three to five years of tax experience in global multinational environments desired.
Three to five years of tax experience in managing global transfer pricing related matters.
Experience with competent authority bilateral tax treaty procedures is a plus.
Three to five years of U.S., international and U.S. international income tax experience desired.
Working knowledge of SAP general ledger system.
Strong oral and written communication and interpersonal skills.
PC literacy within a Windows environment and working knowledge of Microsoft applications.
Self-starter approach with strong attention to details and ability to own and take work assignments to completion.
Ability to function effectively in a process-driven and deadline-oriented environment.
Position Scope/Contribution
Approximately 5 - 15% travel to various facilities may be required.
Incumbent in this position routinely interacts with Accounting, Treasury, Legal, Financial Planning and Analysis, and business operations staff, public auditors and governmental tax auditors, as well as third party tax advisors and must be able to represent the Company.
Emphasis is placed on proper tax compliance and risk mitigation through return preparation, contemporaneous documentation and policies, periodic and year-end reporting as well as administration of major projects within the tax function. This includes developing a strong understanding of business structure, operations and activities, review and analysis of financial data, technical tax research through access to multiple platforms, identification of tax issues and opportunities and the documentation of supporting materials in connection therewith