US Funds Tax Advisor

Opportunity in a Leading Global Professional Services firm.

This firm seeks a Tax Advsior to join them.   This firm’s U.S. Funds team presents a unique opportunity for professionals interested in providing comprehensive U.S. tax compliance, reporting, and advisory services to European clients within the Asset Management sector, including Private Equity and Real Estate. 

This role seeks driven and high-performing individuals to support the continued growth and success of this expanding business unit.

Key Responsibilities:

• Engage in diverse projects under the guidance of Managers, gaining exposure to a broad client base.
• Prepare and review extensions, Schedule K-1/K-3 forms, tax returns, and estimates.
• Conduct PFIC analysis and reporting.
• Utilise the firm’s tax technology to prepare organised workpapers, including book-to-tax adjustments and investor allocations.
• Research and document findings on both international and U.S. tax issues.
• Draft clear, concise tax advice for clients.
• Communicate with tax authorities such as the IRS.
• Lead internal discussions when appropriate.
• Consistently deliver high-quality work products in line with engagement team expectations.

Qualifications:

• Enrolled Agent or CPA qualification (or in pursuit of these credentials).
• Experience in U.S. tax matters.
• Strong verbal and written communication skills.
• Proficiency in research, analysis, and use of Excel and tax software.
• Solid understanding of basic U.S. tax concepts, particularly regarding partnerships.
• Ability to manage multiple projects and adhere to deadlines.
• Team-oriented with excellent problem-solving skills.
• Detail-oriented and well-organised.