Hedge Fund Tax Staff

Posted 4 Days Ago
Be an Early Applicant
Bengaluru, Bengaluru Urban, Karnataka, IND
In-Office
Entry level
Insurance • Professional Services • Consulting • Financial Services
The Role
Prepare tax filings and partner allocations for hedge funds, private equity funds, real estate funds, general partners, and investment managers. Perform security analysis, calculate fund tax adjustments, research complex financial instrument tax treatment, communicate with tax authorities, and support fund structuring and tax planning for U.S. and foreign reporting requirements.
Summary Generated by Built In

Why We Stand Out

Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! 

Kaufman Rossin Professional Services Private Limited’s (the “Company”) offices are located in the World Trade Center (WTC) in Bangalore, Karnataka, India, and at Udyog Vihar, in Gurgaon, Haryana, India. 

The Bangalore office provides a range of services, including risk management, corporate governance, tax, assurance, and family office services. Out of the Gurgaon office, we render highly specialized back-office alternative investment services for global hedge funds and related fund types. As one of the top accounting firms in the US, our foundation is “people first”. In the words of James Kaufman, one of our founders, “We prioritize our people, their development, and their well-being. Our values are translated into action every day." 

Kaufman Rossin, headquartered in Miami, Florida has been celebrated as the Best Place to Work in South Florida more than a dozen times. The firm has grown to over 700 employees, with offices spanning the tri-county area and sister entities, Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. 

The Firm is ranked 49th among the top 100 firms in the US by Inside Public Accounting 2023. Internationally, the Firm has offices in Bangalore and Haryana in India and the Ivory Coast in Africa.


Think you have what it takes?

How You'll Contribute:
As a Hedge Fund Tax Staff I, you’ll provide tax consulting and compliance services to hundreds of funds with U.S. and foreign reporting requirements. Our tax services help hedge funds plan strategically to minimize their investors’ tax burdens, comply with regulations and meet their financial goals. We even work with clients and their attorneys in the initial start-up phase to determine the optimal fund structure to achieve goals and minimize taxes.


Requirements
  • Preparing yearly tax filings for Hedge Funds, Private Equity Funds, Real Estate Funds, and Funds' general partners and investment managers
  • Performing security analysis and calculating various Fund tax adjustments
  • Preparing complex partner tax allocations
  • Communicating with federal and state tax authorities, as needed
  • Researching tax treatment of complex financial instruments and corporate actions of Funds
  • Assisting in the tax planning for Funds, including structuring new Funds and optimizing existing Fund's tax strategies

What Skills You'll Bring:

  • Bachelor’s Degree in Accounting
  • Master’s in Taxation preferred
  • CPA or CPE eligibility
  • Basic knowledge of partnership tax accounting rules (with a focus on hedge funds) a plus
  • Strong team player and a commitment to high quality, detailed work
  • Ability to deal with clients and a good “executive presence”
  • Team player and a commitment to high quality, detailed work
  • Self-starter with the ability to deal with multiple priorities

How You'll Stand Out:

  • Experience in the financial service industry
  • Excellent communication skills, both verbal and written
  • Ability to work overtime during peak times

Benefits
  • Work-Life Balance
  • People First Company
  • Hybrid work policy
  • Working directly with peers in the US

We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Skills Required

  • Bachelor's degree in Accounting
  • CPA or CPE eligibility
  • Strong teamwork and commitment to high-quality, detailed work
  • Ability to work with clients and demonstrate executive presence
  • Self-starter able to manage multiple priorities
  • Master's degree in Taxation
  • Basic knowledge of partnership tax accounting rules, particularly hedge funds
  • Experience in the financial services industry
  • Excellent verbal and written communication skills
  • Ability to work overtime during peak periods
Am I A Good Fit?
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The Company
HQ: Miami, FL
700 Employees

What We Do

Kaufman Rossin is a leading independent CPA and advisory firm providing a comprehensive range of services including audit, tax, and business consulting. Founded in 1962, the firm supports organizations through various stages of growth with specialized expertise in areas like risk advisory, wealth management, and insurance. They are recognized as a top-tier firm in the U.S., known for their commitment to client service, innovation, and a supportive, inclusive company culture.

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