Associate - Tax Senior

Description

• Perform tax research into Federal/State tax issues
• Manage the quarterly fixed asset processes in Sage FAS for existing and new assets within each of the Fund structures
• Assist with the annual tax preparation of Bridge’s partnership and corporate entities that range from single asset joint-ventures to multi-asset funds and blockers
• Other duties as assigned including general administrative duties such as scanning and filing data
• Assist with other tax calculations as requested by the accounting department or upper management
• Assist in managing information requests from Bridge’s tax service providers
• Liaise with Investor Services and Bridge’s tax service providers to gather investor information needed for composite returns, K-1s, and other tax documents.
• Review of federal and state tax returns, as well as investors’ Fund K-1s prepared by Bridge’s tax service providers
• Research tax notices from federal/state agencies and prepare written correspondence as needed
• Prepare quarterly/periodic estimated tax and tax withholding calculations for the partnerships and corporations within the various fund structures

Requirements

• High level of integrity, detail, self-motivation, organization and strong team player is a must
• Strong Microsoft Excel skills required
• CPA license preferred
• 3-5 years of experience in preparing partnership returns and K-1s; Big 4 experience is a plus
• Strong oral and written communication skills
• Experience with SAGE Fixed Asset Software or other similar product is a plus
• Bachelor’s Degree in Accounting required; Master’s in Taxation or equivalent preferred

Benefits

• Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child.
• Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year.
• Personalized Connection: Connect with an employee who resonates with your professional interests.
• Full Insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance.
• Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months.
• Company paid Life Insurance (option to buy additional available) and Long-Term Disability.
• Access to benefits concierge service.
• Access to Mental Health & Well-Being service.
• 11 Paid Holidays per year.
• 401K:Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days.

Training + Development

Interview process

Visa Sponsorship

Security clearance