Tax Operations Specialist

Gen II is looking for a full-time Tax Operations Specialist to join our growing team of professionals. The Tax Operations Specialist will organize and coordinate tax administration and procedures, to ensure organizational effectiveness, efficiency, and assist the tax professionals. This position is responsible for working with the Tax Operations Manager to employ efficient tax processes, facilitate client deliverables, and track/manage organizational information for real-time analysis and communication with clients.

Primary Responsibilities Include:

• Support tax administrative duties in the office
• Identify opportunities for process and office management improvements
• Supervise and monitor any part-time or seasonal help
• Assist in onboarding new tax professionals to the firm
• Participate actively in the planning and execution of tax team events
• Organize the output and distribution of client deliverables
• Organize, sort and file tax information received from clients and investments
• Monitor investment portals and save down pertinent tax information
• Monitor tax notices and other relevant tax mailings
• Track team credentials
• Become an admin on various tax software

Job Requirements, Skills, Education and Experience:

• Comfortable exercising independent judgement and critical thinking in a continuously evolving environment
• Accurate and detail-orientated
• Self-starter and motivated
• Excellent communication and interpersonal skills
• Advanced PC skills with proficiency in MS Office including MS Word, Excel, and PowerPoint
• Bachelor’s degree or equivalent experience preferred
• Prior experience as a paralegal or general office administration preferred

The salary range for this position is $55,000-$75,000, in addition to a comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely.

About the Company

Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with offices in New York, San Francisco, Boston, Stamford, Dallas, Denver, Vancouver, and Luxembourg. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to most effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.

Key Facts:

• Administering over $1T in assets
• Servicing nearly every significant investor in the asset class
• Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model
• The most experienced and best performing team in the industry

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