About this role
Fund Controller role focused on partnership tax planning and fund-level tax compliance, with transaction diligence and cross-functional collaboration across accounting and finance teams.
Key Responsibilities
- Calculate tax basis and capital accounts; prepare memos and presentations; review financial models for cash taxes and credits; tax research for unique patterns; collaborate with Accounting/BD/Portfolio Finance to support transactions and ensure tax modeling accuracy
Technical Overview
Tax planning and compliance for partnerships (Sub K); modeling and diligence using Power BI, Alteryx, Excel, PowerPoint; cross-functional transaction support.
Ideal Candidate
The ideal candidate is a mid-to-senior fund controller with 3+ years of fund accounting and partnership tax experience, including Sub K, and strong data translation skills (Power BI, Alteryx).
Must-Have Skills
Partnership (Sub K) tax experience3+ years federal and state tax compliance or planning for partnershipsPower BIAlteryxExcelPowerPointUS federal income taxstate income taxtax planningtax compliance
Nice-to-Have Skills
Experience with private equity taxReal estate tax experienceEnergy industry experience
Tools & Platforms
Power BIAlteryxMicrosoft ExcelPowerPoint
Required Skills
3+ years federal and state tax compliance or planning for partnerships; Partnership (Sub K) tax experience; US federal income tax; state income tax; Tax planning; Tax compliance; Power BI; Alteryx; Excel; PowerPoint; Tax research; Memos; Presentations; Transaction diligence; Cross-functional collaboration; Tax modeling
Hard Skills
Partnership (Sub K) tax experience3+ years federal and state tax compliance or planning for partnershipsUS federal income taxstate income taxPower BIAlteryxMicrosoft ExcelPowerPointtax planningtax compliancetax researchtransaction diligencetax modelingmemo writingpresentations
Soft Skills
analytical thinkingcommunicationcross-functional collaborationability to explain tax items to non-tax audiencesmemo and presentation skills
Keywords for Your Resume
fund controllersenior tax analystpartnership (sub k) taxsub k taxpower bialteryxmicrosoft excelpowerpointus federal income taxstate income taxtax planningtax compliancetax researchmemopresentationscross-functionaltax modelingtransaction diligencecash tax optimizationcredits and incentives3+ yearsfederal taxstate taxFund controllerPartnership (Sub K) tax experiencePower BIAlteryxMicrosoft ExcelPowerPointUS federal income taxState income taxTax planningTax compliance
Deal Breakers
Partnership (Sub K) tax experience is a must, Bachelor's degree in Accounting, Finance, or similar, 3+ years tax experience in partnerships, Experience drafting memos and presentations, Strong Excel modeling skills
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