• This position will be a temporary assignment with terms agreed to upon selection.
• The Senior Tax Administrator oversees and manages the administration, compliance, and coordination of tax-related activities for the organization.
• This role ensures adherence to tax regulations.
• Acting as a key liaison with Finance, Legal and HR, the Senior Tax Administrator is responsible for maintaining a high standard of tax governance, organization, and process efficiency.
• Support K-1 and unit holder filings and correspondence
• Maintain information in Investor Portal
• Maintain files for equity grant letters and forfeitures
• Assist with tax distribution process for unit holders
• Manage information requests from external advisors related to the K-1 process
• Assist in coordinating information between PE owner and 3rd party advisors
• Assist in management of LTI inbox with investor questions
• Compile and maintain confidential investor agreements
• Assist with management of equity process with Finance, HR, and Legal teams
• Assist with preparation of various tax workpapers using Excel.
• Assist in data gathering for tax filings.
• Support property tax and tax registration processes.
• Review and maintain sales tax exemption certificates.
• Support workflow process from tax preparation through tax payment processes.
• Gather fixed asset information for property tax and other tax return purposes.
• Process tax return filings, as needed.
• Build internal permanent files with historical entity formation documentation and tax related information
• Establish file organization and structure for tax shared folders
• Populate file structure with information from 3rd party advisors
• Assist with saving files and emails to permanent records
• Scan and log in all tax correspondence received in Excel tracker.
• Maintain and track tax department calendar with due dates
• Maintain Tax Legal Entity Structure Chart with responsibility for tracking real-time changes
• Assist with team management of tax compliance deadlines
• Track customer contract reviews for the department and assist with prioritization of tax review process
• Manage and support team process improvement initiatives
• Assist team with SOX documentation procedures (maintaining records and audit ready files)
• Assist Head of Tax with tax planning, restructuring, and entity closures
• Support the tax team’s development of efficiency tools (e.g., checklists, process documents, training materials, etc.)
• Assist in monitoring and responding to tax inquiries received from the business
• Track department budget, accrued advisory fees, and third-party invoices
• Draft correspondence, PowerPoint slides, proofread, etc.
• Other special projects and analyses, as assigned
• Take meeting minutes, as needed

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