Essential Job Duties and Responsibilities:
- Collaborate with internal stakeholders, including finance, legal and investment teams to determine optimal tax structuring for complex investment transactions to properly address various client considerations (onshore vs offshore); mitigate ECI and UBTI
- Oversee preparation and review of federal, state, and local tax returns for various GoodFinch Fund entities and Management Company and ensure all tax reporting deliverables and timelines are met
- Develop framework for preparing internal tax estimates and tax planning for GoodFinch managed funds and Management Company
- Manage relationships with external tax advisors and tax reporting team at internal portfolio company
Required Skills, Knowledge and Abilities:
- 5-7 years of tax experience in private and public accounting covering private equity or hedge fund clients with exposure to onshore/offshore clients, ECI and UBTI considerations
- Bachelor’s degree in finance/accounting and CPA required
- Prior experience managing tax compliance, planning, and reporting for complex organization
- Prior experience working with K1s, corporate federal and state returns, PFIC/subpart F income
- Prior experience with levered blocker structures
- Extensive knowledge of federal, state, and local tax laws and regulations
- Proficient in MS Office with expertise in MS Excel
- Excellent written and oral communication skills
- Superb attention to detail and work ethic and self-starter who can take ownership of processes and projects
- Ability to work in a collaborative setting or individually as required
- Prior experience with securitizations, debt instruments, consumer loans, and other structured products preferred
- Comfort in working in fast-paced, changing environment and ability to adapt with changes in responsibilities
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GoodLeap is a sustainable home solutions marketplace. We provide simple, fast, and frictionless point-of-sale technology for countless mission-driven professionals serving millions of people who want to upgrade their homes and save money. Our platform offers flexible ways for consumers to pay for a wide range of sustainable products, including solar panels, battery storage, smart home devices, modern HVAC systems, energy efficient windows, upgraded roofing, water-saving turf, and more. We are committed to caring for the planet, building lasting relationships with our valued partners and customers, and delivering cutting-edge technology that enables more people to embrace a sustainable lifestyle.









