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About the Role

Prepare federal and state income tax returns for private equity and venture capital fund clients, focusing on partnership and corporate income tax returns. Support tax compliance, reporting requirements, periodic reporting, regulatory filings, and other tax deliverables. Develop foundational understanding of Tax Team processes and build technical tax knowledge.

Responsibilities

• Collect and organize information required for tax engagements.
• Prepare detailed tax workpapers in accordance with firm standards.
• Utilize tax preparation software to prepare federal and state income tax returns and other filings.
• Process tax filings, including electronic submission, monitoring, and tracking.
• Maintain tax department filing and tracking systems.
• Participate in special projects and other initiatives as assigned.

Requirements

• Possesses a foundational understanding of tax principles and concepts.
• Demonstrates strong client service skills.
• Exhibits a high level of professionalism, dedication, and motivation.
• Demonstrates strong organizational skills, attention to detail, and ability to prioritize workload.
• Ability to manage multiple assignments and adapt to changing priorities.
• Continuously enhances technical and professional knowledge.
• Demonstrates effective written and verbal communication skills.
• Ability to collaborate successfully with clients, colleagues, and internal teams.
• Possesses a strong understanding of tax accounting principles, methodologies, procedures, and internal controls.
• Demonstrates exceptional client service skills.
• Possesses strong technical and computer skills, including proficiency in Microsoft Office Suite and other business applications.
• Effectively provides team members and other stakeholders with information, training, guidance, and support.
• Demonstrates strong research, analytical, interpretive, and problem-solving abilities.
• Maintains a high degree of accuracy and attention to detail.
• Demonstrates effective time management, multitasking, planning, and organizational skills.
• Communicates professionally and effectively, both verbally and in writing.

Skills

• Tax accounting principles
• Tax compliance
• Tax reporting
• Partnership tax returns
• Corporate tax returns
• Microsoft Office Suite
• Client service
• Organization
• Attention to detail
• Time management
• Multitasking
• Problem-solving
• Written communication
• Verbal communication

Experience Level

• 0 – 2 years’ relevant experience in Tax Accounting, Finance or related field preferred

Education Level

• Bachelor’s Degree in Accounting or related field
• Advanced degree (MBA or MSA) in Accounting or related field strongly preferred
• Certified Public Accountant (CPA) license or Enrolled Agent (EA) certification is preferred

About the Company

• Ultimus Leverpoint is an equal opportunity employer.

Equal Opportunity

• Ultimus Leverpoint is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.