Private Equity Tax Staff

Posted 6 Days Ago
Be an Early Applicant
Fort Lauderdale, FL, USA
In-Office
Junior
Insurance • Professional Services • Consulting • Financial Services
The Role
Prepares and reviews federal, state, and local partnership tax returns, workpapers, Schedule K-1s, investor reporting, estimates, and extensions for private equity funds and investment partnerships. Supports tax planning, research, compliance, and identification of tax issues and savings opportunities. Collaborates with senior professionals to meet client deadlines, maintain accurate documentation, manage multiple engagements, and deliver high-quality client service.
Summary Generated by Built In

 Why We Stand Out

Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you.

As one of the top accounting firms in the country, our foundation is “people first.” In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day.”

Kaufman Rossin is a privately owned, independent public accounting firm, which means we are not beholden to outside investors or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters agility, entrepreneurial thinking, and a collaborative culture where leadership is accessible, and innovation is encouraged.

Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 700 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.


Think you have what it takes?

How You’ll Contribute:

Kaufman Rossin is seeking a Private Equity Tax Staff to join our growing Tax practice. In this role, you'll work with private equity funds and other investment partnerships, assisting with tax compliance, investor reporting, and partnership taxation. You'll collaborate with experienced professionals while developing technical expertise and building strong client relationships.

How You’ll Contribute:

  • Assist with the preparation and review of federal, state, and local partnership tax returns.
  • Prepare and maintain tax workpapers supporting partnership taxable income, allocations, and investor reporting.
  • Assist with the preparation and review of Schedule K-1s and other investor tax reporting.
  • Review your work for accuracy, identify potential tax issues, and communicate findings to senior team members.
  • Assist with tax planning and research related to partnership and investment fund taxation, identifying tax-saving opportunities while ensuring compliance with federal, state, and local regulations.
  • Prepare tax estimates, extensions, and supporting schedules.
  • Collaborate with partners, managers, and senior staff to meet client deadlines and deliver exceptional client service.
  • Maintain organized workpapers and documentation while managing multiple engagements and priorities.
  • Stay current on federal, state, and local tax laws affecting private equity and investment partnerships.

Requirements

What Skills You’ll Bring:

  • Bachelor's degree in Accounting
  • Master's degree in Taxation or currently pursuing a Master's in Taxation.
  • 2+ years of public accounting or relevant tax experience, preferably with partnership or investment fund taxation.
  • Proficiency in Microsoft Excel.
  • Strong attention to detail and commitment to producing accurate, high-quality work.
  • Excellent analytical, organizational, and time management skills.
  • Strong written and verbal communication skills with a client-service mindset.
  • CPA license or actively pursuing the CPA.
  • Experience with private equity funds, hedge funds, real estate funds, or other investment partnerships.

How You’ll Stand Out:

  • Experience preparing partnership tax returns and Schedule K-1s.
  • Knowledge of partnership allocations, taxable income calculations, and investor reporting.
  • Strong problem-solving skills and the ability to research and apply tax regulations.
  • Collaborative, team-oriented mindset.
  • Demonstrated ability to take ownership of engagements and deliver high-quality work in a fast-paced environment.

Benefits

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
  • Master's degree in Taxation or currently pursuing a Master's in Taxation
  • 2+ years of public accounting or relevant tax experience
  • Proficiency in Microsoft Excel
  • Strong attention to detail and commitment to accuracy
  • Excellent analytical, organizational, and time management skills
  • Strong written and verbal communication skills with a client-service mindset
  • CPA license or actively pursuing the CPA
  • Experience with private equity funds, hedge funds, real estate funds, or other investment partnerships
  • Partnership or investment fund taxation experience
  • Experience preparing partnership tax returns and Schedule K-1s
  • Knowledge of partnership allocations, taxable income calculations, and investor reporting
  • Strong problem-solving skills and ability to research and apply tax regulations
  • Collaborative, team-oriented mindset
  • Ability to take ownership of engagements and deliver high-quality work in a fast-paced environment
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The Company
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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