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Tax Staff

Santa Monica, CA 90401

Posted: 03/25/2024 Job Titles: TAX - Tax Accountant Job Number: 5059 Pay Rate: 90,000

Job Description

Alliance Resource Group has partnered with an investment firm with over $70 B assets under management looking to add a tax staff (or senior - depends on experience) to their team. 

This tax staff/senior will be critical to managing all tax compliance, both direct and indirect. They will also be exposed to federal, state and international tax compliance and strategy. 

Job Description:
  • Tax Compliance, Filing and Reporting:
  • Work with Accountants to perform tax withholding analysis on income distributions to investors.
  • Work with external tax accountants and Investor Relations team to address investor related tax questions.
  • Work with Accountants to prepare taxable income estimates and forecasts.
  • Work with external tax accountants to ensure compliance with the Foreign Account Tax Compliance Act (“FATCA”), Common Reporting Standards (“CRS”) and other tax regulatory regimes. 
  • Receive and process federal/state tax regulatory queries and correspondence.
  • Work with investment teams, the Chief Financial Officer and General Counsel to identify and mitigate tax risks as well as analyze proposed restructuring and acquisition transactions.
  • Work with various investment teams, Chief Financial Officer and General Counsel to identify and structure investments by creating blocker corps, as necessary, to mitigate unwanted Effectively Connected Income (“ECI”) and Unrelated Business Taxable Income (“UBTI”).
  • Work with Accountants and external tax accountants to report annual 1099s and 1042s.  Ensure any tax payments and/or refunds are processed within specified deadlines.
  • Work with external tax accountants to file annual federal, state and other returns for various limited partnerships, limited liability companies and corporations in compliance with laws and regulations within specified time frames.  Some annual tasks related to the filings include but are not limited to the following:
    • Review book/tax differences and partner allocations
    • Analyze equity/debt reorganizations to determine proper tax treatment and disclosure
    • Review market discount/original issue discount calculations for accuracy and tax conformance
  • Review draft/final Schedule K-1s/tax returns for reporting accuracy before disseminating and filing.
  • Manage and coordinate tax audits, if any.
  • Stay abreast of new/changed tax regulations pertaining to funds / businesses and communicate expected impacts to the Chief Financial Officer and General Counsel.
  • Other:
  • Integrate with the accounting, legal and investor relations teams to prepare ad-hoc and other reporting.
  • Work with the accounting team to coordinate annual Generally Accepted Accounting Principles (“GAAP”) audits, auditor requests and information.

  • BA/BS in Accounting, Finance, Economics or similar
  • 2+ years in relevant industry tax experience
  • Strong organizational skills with incredible attention to detail and commitment to quality are necessary
  • Ability to work under pressure in a deadline oriented environment
  • Ability to communicate effectively both verbally and in writing
  • Solid interpersonal skills
  • Computer system and software experience
  • CPA a plus
  • Candidate must be comfortable working directly with  external service providers and senior management. 

  • Competitive compensation
  • Medical, dental and vision
  • Employee Assistance Program
  • Family Planning Program
  • Paid time off, including holiday pay
  • 401(K)
  • Additional - daily lunch and snacks, discounts, paid parking and professional development opportunities

Job Requirements


Meet Your Recruiter

Chloe Bachner, CPA
Recruiting Manager

Chloe is a former Big 4 CPA with a Bachelor's and Master's of Accountancy degrees from the University of San Diego.  Chloe was born and raised right here in in Orange County.  Prior to joining Alliance Resource Group, she was an Experienced Hire Recruiter for a large regional Public Accounting firm in Irvine.

As a huge animal advocate, Chloe volunteers her time to rescue dog organizations.  She lives by the mantra "Adopt, Don't Shop" and encourages everyone to do the same.

A perfect day for Chloe would find her, her husband Stephen and their dog Kona taking a walk at the beach during the day, followed by a home cooked meal paired with some nice wine.

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About Santa Monica, CA

Discover your next career opportunity in the vibrant city of Santa Monica, California! This beachside gem, located in Los Angeles County, offers a perfect blend of work and play. With renowned art galleries like the Bergamot Station Arts Center, iconic landmarks such as the Santa Monica Pier, and a diverse culinary scene that caters to all tastes, Santa Monica provides a unique and exciting backdrop for professional growth. From strolls along the picturesque Palisades Park to catching a show at the historic Santa Monica Playhouse, this area beckons job seekers with its irresistible charm and endless possibilities. Explore our job listings and take the next step towards an enriching career in this dynamic region.