Experience with various hedge fund structures (master-feeder, mini-master, fund-of-funds).
Experience with financial services taxation, including wash sales, QDI, PFIC reporting, Section 1256 contracts, NPCs, Section 988, constructive sales and straddles.
Experience with aggregate tax allocations.
Experience with calculation of taxable income and partner tax allocations.
Working knowledge of compliance with all tax regulations and timely filing of tax returns.
Perform detailed self-review of work for accuracy and completeness.
Possess strong written and verbal communications skills in English.
Be a team player that has a proven record of working effectively.
Ability to multi-task and balance between competing priorities.
Ability to provide accurate and timely reporting of client deliverables.
Proficient with using Microsoft products such as Excel, Word, Sharepoint, and Teams.
Proficient with GoSystem Tax RS.
Maintain client confidentiality pertaining to the client, staff and the firm in
general.
Working knowledge of United States federal, state, and local tax laws.
Qualifications
Bachelor’s degree in accounting, Finance, Commerce or a related field.
Post-graduate degree in finance/accounting/commerce/statistics or MBA is preferred.
U.S. CPA or IRS Enrolled Agent qualification is preferable.
1-5 years of experience in public accounting with focus on hedge fund tax accounting concepts including partnership tax accounting, tax allocations, management and incentive allocations.
A preparer tax identification number (PTIN) is required for tax returns. If you do not have a PTIN or if your PTIN is expired, you are requested to complete the new or renewal application process (as applicable) before joining Apex.
Working Conditions
This is a full-time position.
Overtime hours are required during peak tax seasons.