Senior Associate - Tax

Neuberger Berman's Tax team is looking for an experienced, results driven, highly technical tax professional who would serve as key contributor in executing key tax accounting sub-functions within NB corporate tax department.

Responsibilities:

• Prepare consolidated and separate company income tax provision, tax disclosures and related income tax footnotes, in accordance with ASC 740

• Prepare multi-state, inclusive of NYC unincorporated business tax, calculations for flow-through entities

• Prepare and post monthly booking of tax journal entries for both Corporate 1120 entities and partnership 1065 entities

• Prepare quarterly tax estimates, and review externally prepared tax extensions across corporate and partnership filing groups

• Prepare monthly gross receipts income taxes, filings, and payments    

• Maintain detailed support for deferred tax balances, tax payable/receivable balances, schedule M’s, FIN48 balances, and other tax accounts.

• Gather underlying data and prepare detailed schedules to supply information requests to external services providers (Big 4) to facilitate tax return filings

• Assist with the review of externally prepared Schedules K-1 allocations process

• Prepare quarterly tax distribution for three large equity programs

• Coordinate with big 4 firms on matters such as: Maintenance of tax filings inventory, tax calendar, processing tax payments, and other misc. tax operations/tracking matters

• Manage IRS and State notices by liaising with big 4 firms and help with gathering underlying data and drafting responses to tax audit inquiries

• Perform analytics of financial reporting and assist with special projects as needed

Qualifications:

• Bachelor's degree in accounting or equivalent (CPA or EA highly preferred).

• 5-7 years of big 4 tax experience preferred

• Asset Management experience required (public and private experience preferred)

• Proficiency in the taxation of corporations, consolidated entities, partnerships, and other flow-through entities including reviewing 1120 RIC, 1065 tax returns, including Schedule K-1

• Excellent working knowledge of tax accounting (ASC 740) and US tax compliance required.

• Big 4 public accounting firm strongly preferred.

• Advanced proficiency with Excel; advanced modeling/process automation experience is a plus.

• Demonstrated problem-solving ability.

• Highly analytical and resourceful with the ability to work in a fast-paced environment

• Strong focus on details, reviewing own work, and documentation substantiation

• Able to research and model the effects of tax planning proposals and/or changes in circumstances and laws.

• Self-starter with ability to manage and prioritize multiple tasks simultaneously.

• Self-motivated to learn about a broad variety of tax disciplines as well as the asset management business

Compensation Details

The salary range for this role is $110,000-$140,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected].

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