Job Description

Tax Operations Specialist

Who is Gen II?

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration.

With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.

Careers mean more at Gen II – more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.

www.gen2fund.com

Gen II is looking for a full-time Tax Operations Specialist to join our growing team of professionals. The Tax Operations Specialist will execute tax administration and procedures to ensure organizational effectiveness, efficiency, and assist the tax professionals, as requested. This position will report to the Tax Operations Manager(s), all under the supervision of the Head of Tax Operations.

Primary Responsibilities Include:

• Support tax administrative duties in the office
• Identify opportunities for process and office management improvements
• Assist in onboarding new tax professionals to the firm
• Participate actively in the planning and execution of tax team events
• Facilitate the distribution of client deliverables
• Organize tax information received from clients and investments
• Monitor investment portals and save down pertinent tax information
• Track and log incoming tax notices and client correspondence; ensure timely escalation to the appropriate tax team members
• Maintain and update internal records to track staff credentials and certifications
• Support compliance by managing administrative access to key tax software platforms and tools

Job Requirements, Skills, Education and Experience:

• Comfortable exercising independent judgement and critical thinking in a continuously evolving environment
• Accurate and detail-orientated
• A self-starter mindset with the ability to prioritize and problem-solve
• Team player that can adapt to various roles
• Excellent communication and interpersonal skills
• Proficiency in MS Office including MS Word, Excel, and PowerPoint
• Bachelor’s degree or equivalent experience preferred
• Prior experience as a paralegal or general office administration preferred

salary range for this position is $65,000 - $80,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) day remotely.

https://gen2fund.com/candidate-privacy-statement/