HC Global Fund Services, LLC
Associate Director - Tax Compliance
HC Global Fund Services, LLC, Walnut Creek, California, United States, 94598
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Associate Director - Tax Compliance
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HC Global Fund Services, LLC 3 weeks ago Be among the first 25 applicants Join to apply for the
Associate Director - Tax Compliance
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HC Global Fund Services, LLC About Us
HC Global Fund Services, LLC (“HC Global”) is a privately owned fund administrator serving fund managers and investment advisors in the alternative investments industry. About Us
HC Global Fund Services, LLC (“HC Global”) is a privately owned fund administrator serving fund managers and investment advisors in the alternative investments industry.
Job Description
Deliver full range of tax services in compliance with US taxation laws and regulations within the agreed timeframe; Build relationships and interact with clients to provide excellent planning, consulting and expertise; Provide innovative tax planning and review complex income tax returns; Identify and mitigate tax risks; Manage tax provision and tax compliance processes; Improve processes by developing or implementing best practices; Manage and coordinate tax audits; Maintain tax balances on general ledger; Prepare all tax papers on a regular basis and handle all information data requests.
Firm Management Responsibilities
Managing Director Support
Assists the Firm’s managing directors in the San Francisco, New York and Los Angeles offices in developing solutions to streamline the client reporting process; Meets with the respective client servicing managing directors and discusses timeline, issues and concerns relating to client accounts; Ensures timely delivery of reports and other deliverables to client servicing managing directors for final review and prior to distribution to clients; Closely monitors the status of client deliverables and ensures that clients are timely billed and when billed, that the billings are timely collected; and Assist in the Firm’s business development efforts by tracking the status of potential clients on a daily basis and meets with existing clients for potential additional services and/or new potential clients.
People Management
Works with Human Resources to recruit, interview, and hire qualified candidates for all offices; Plans global staffing requirements vis-à-vis number of clients and allocates resources to teams in different offices; Prepares staff work schedules for each fund assignments, schedules need for overtime work, and ensures that staff members are being utilized according to their capacity and areas of expertise; Reviews timesheets of the staff ensuring that all hours are in line with the budgeted hours and the staff’s output; Develops staff thru regular coaching and provides timely performance evaluations, communicates job expectations, and monitors staff’s performance progression; Manages team conflicts, staff attendance, and behavioral issues and comes up with appropriate disciplinary actions, if need be; and Attends to seminars, onsite-trainings, and webcasts on technical or accounting updates conducted by the AICPA and industry organizations. Learnings from such activities are in turn, passed on to the teams in different offices by conducting quarterly or annual trainings on technical or accounting updates. Coordinates and manages process and technology team projects and initiatives; Identifies and coordinates training needs of the team for accounting softwares used; Coordinates and identifies possible process improvement initiatives.
As Associate Director, you are also expected, from time to time, to assist in other non-operations work, as the need arises, and as determined by the Managing Directors of HC Global Fund Services, LLC.
Requirements
Graduate of Bachelor’s degree in Accounting; Preferably a Certified Public Accountant (CPA) or Chartered Accountant (CA); At least 3 to 8 years of experience as Tax Assistant Manager or Manager; Has exceptional client service skills; Has knowledge in wash sales, straddles, constructive sales, Section 1233, 988, 1256 adjustments, waterfall calculation, partial and full netting, various foreign tax filings, including but not limited to FATCA CRS, PFIC, Form 8858, 8865, 8938, 5471, 5472, FBAR, etc., and various miscellaneous filing such as 1099, 1042/1042-S, 8804/8805, etc. Strong leadership and personnel management skills; A team player; must be able to work individually and as part of a team; Analytical and very detail-oriented; Flexibility to expand work hours as necessary and support business needs Strong financial reporting, regulatory compliance, and tax skills; Ability to develop and maintain positive business relationships, both within and outside of the Company; Excellent interpersonal, communication, and organization skills; Computer proficient, with advanced MS Excel skills.
Benefits
To be discussed during the hiring process.
check(event) ; career-website-detail-template-2 => apply(record.id,meta)" mousedown="lyte-button => check(event)" final-style="background-color:#8C8D8F;border-color:#8C8D8F;color:white;" final-class="lyte-button lyteBackgroundColorBtn lyteSuccess" lyte-rendered=""> Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
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Associate Director - Tax Compliance
role at
HC Global Fund Services, LLC 3 weeks ago Be among the first 25 applicants Join to apply for the
Associate Director - Tax Compliance
role at
HC Global Fund Services, LLC About Us
HC Global Fund Services, LLC (“HC Global”) is a privately owned fund administrator serving fund managers and investment advisors in the alternative investments industry. About Us
HC Global Fund Services, LLC (“HC Global”) is a privately owned fund administrator serving fund managers and investment advisors in the alternative investments industry.
Job Description
Deliver full range of tax services in compliance with US taxation laws and regulations within the agreed timeframe; Build relationships and interact with clients to provide excellent planning, consulting and expertise; Provide innovative tax planning and review complex income tax returns; Identify and mitigate tax risks; Manage tax provision and tax compliance processes; Improve processes by developing or implementing best practices; Manage and coordinate tax audits; Maintain tax balances on general ledger; Prepare all tax papers on a regular basis and handle all information data requests.
Firm Management Responsibilities
Managing Director Support
Assists the Firm’s managing directors in the San Francisco, New York and Los Angeles offices in developing solutions to streamline the client reporting process; Meets with the respective client servicing managing directors and discusses timeline, issues and concerns relating to client accounts; Ensures timely delivery of reports and other deliverables to client servicing managing directors for final review and prior to distribution to clients; Closely monitors the status of client deliverables and ensures that clients are timely billed and when billed, that the billings are timely collected; and Assist in the Firm’s business development efforts by tracking the status of potential clients on a daily basis and meets with existing clients for potential additional services and/or new potential clients.
People Management
Works with Human Resources to recruit, interview, and hire qualified candidates for all offices; Plans global staffing requirements vis-à-vis number of clients and allocates resources to teams in different offices; Prepares staff work schedules for each fund assignments, schedules need for overtime work, and ensures that staff members are being utilized according to their capacity and areas of expertise; Reviews timesheets of the staff ensuring that all hours are in line with the budgeted hours and the staff’s output; Develops staff thru regular coaching and provides timely performance evaluations, communicates job expectations, and monitors staff’s performance progression; Manages team conflicts, staff attendance, and behavioral issues and comes up with appropriate disciplinary actions, if need be; and Attends to seminars, onsite-trainings, and webcasts on technical or accounting updates conducted by the AICPA and industry organizations. Learnings from such activities are in turn, passed on to the teams in different offices by conducting quarterly or annual trainings on technical or accounting updates. Coordinates and manages process and technology team projects and initiatives; Identifies and coordinates training needs of the team for accounting softwares used; Coordinates and identifies possible process improvement initiatives.
As Associate Director, you are also expected, from time to time, to assist in other non-operations work, as the need arises, and as determined by the Managing Directors of HC Global Fund Services, LLC.
Requirements
Graduate of Bachelor’s degree in Accounting; Preferably a Certified Public Accountant (CPA) or Chartered Accountant (CA); At least 3 to 8 years of experience as Tax Assistant Manager or Manager; Has exceptional client service skills; Has knowledge in wash sales, straddles, constructive sales, Section 1233, 988, 1256 adjustments, waterfall calculation, partial and full netting, various foreign tax filings, including but not limited to FATCA CRS, PFIC, Form 8858, 8865, 8938, 5471, 5472, FBAR, etc., and various miscellaneous filing such as 1099, 1042/1042-S, 8804/8805, etc. Strong leadership and personnel management skills; A team player; must be able to work individually and as part of a team; Analytical and very detail-oriented; Flexibility to expand work hours as necessary and support business needs Strong financial reporting, regulatory compliance, and tax skills; Ability to develop and maintain positive business relationships, both within and outside of the Company; Excellent interpersonal, communication, and organization skills; Computer proficient, with advanced MS Excel skills.
Benefits
To be discussed during the hiring process.
check(event) ; career-website-detail-template-2 => apply(record.id,meta)" mousedown="lyte-button => check(event)" final-style="background-color:#8C8D8F;border-color:#8C8D8F;color:white;" final-class="lyte-button lyteBackgroundColorBtn lyteSuccess" lyte-rendered=""> Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Referrals increase your chances of interviewing at HC Global Fund Services, LLC by 2x Get notified about new Tax Director jobs in
Walnut Creek, CA . San Francisco, CA $204,000.00-$255,000.00 4 days ago San Francisco, CA $200,000.00-$235,000.00 9 months ago San Francisco, CA $246,951.00-$299,529.00 6 days ago Oakland, CA $190,000.00-$225,000.00 1 month ago San Francisco, CA $218,000.00-$273,000.00 2 weeks ago San Francisco, CA $250,000.00-$400,000.00 2 weeks ago San Francisco, CA $150,000.00-$250,000.00 2 weeks ago Tax Director - Mergers & Acquisitions (Private Equity)
San Francisco, CA $120,000.00-$300,000.00 2 weeks ago San Francisco, CA $250,000.00-$310,000.00 2 weeks ago Emeryville, CA $195,000.00-$225,000.00 3 days ago San Francisco, CA $150,000.00-$200,000.00 6 months ago Tax Managing Director, State & Local Tax (Sales & Use)
San Francisco, CA $190,000.00-$210,000.00 2 weeks ago Oakland, CA $145,000.00-$165,000.00 3 hours ago Tax Director - Financial Services State and Local Tax (SALT)
San Francisco, CA $120,000.00-$250,000.00 22 hours ago San Francisco, CA $190,000.00-$220,000.00 2 weeks ago Director – SEC Reporting & Technical Accounting
DIRECTOR OF BUSINESS AND FINANCE AFFAIRS
Oakland, CA $185,000.00-$204,700.00 32 minutes ago Vice President of Asset Building Programs
San Francisco, CA $145,000.00-$165,000.00 1 month ago Strategic Alliance Sales Senior Director (Lead ACRE): Salesforce
Fully Remote Senior Tax Manager - Trusts and Estates
Pleasanton, CA $160,000.00-$210,000.00 3 days ago Pleasanton, CA $165,000.00-$225,000.00 1 week ago Tax Senior Manager - Provision and Compliance
San Francisco, CA $190,000.00-$225,000.00 2 weeks ago San Francisco, CA $164,000.00-$200,000.00 4 days ago Senior Tax Manager - National Office (JD Required)
San Francisco, CA $120,000.00-$270,000.00 2 weeks ago Financial Services - Global Compliance and Reporting - Private Equity - Tax Manager
San Francisco, CA $116,200.00-$212,900.00 2 weeks ago Financial Services - International Corporate Tax Advisory - Tax Manager
San Francisco, CA $116,200.00-$212,900.00 6 days ago Federal Tax Senior Manager - Global Compliance and Reporting - SAN FRANCISCO /San Jose
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr