Tax Operations Specialist
Gen II Fund Services is a leading fund administration provider focused on serving private capital asset managers and investors. They are seeking a full-time Tax Operations Specialist to execute tax administration and procedures, ensuring organizational effectiveness and supporting tax professionals as needed.
Responsibilities
- Support tax administrative duties in the office
- Identify opportunities for process and office management improvements
- Assist in onboarding new tax professionals to the firm
- Participate actively in the planning and execution of tax team events
- Facilitate the distribution of client deliverables
- Organize tax information received from clients and investments
- Monitor investment portals and save down pertinent tax information
- Track and log incoming tax notices and client correspondence; ensure timely escalation to the appropriate tax team members
- Maintain and update internal records to track staff credentials and certifications
- Support compliance by managing administrative access to key tax software platforms and tools
Skills
- Comfortable exercising independent judgement and critical thinking in a continuously evolving environment
- Accurate and detail-orientated
- A self-starter mindset with the ability to prioritize and problem-solve
- Team player that can adapt to various roles
- Excellent communication and interpersonal skills
- 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
Benefits
- Discretionary bonus
- Comprehensive benefits package
Company Overview