Are you a seasoned tax professional with a passion for innovation and a track record in asset management? CFW is thrilled to present an exciting opportunity to join our esteemed client, a privately-owned company that has been at the forefront of the industry in Warsaw for the past five years. With their headquarters based in New York, our client prides themselves on fostering energy, innovation, and a commitment to excellence. We’ve been partners with them from day one, and they are now seeking a creative thinker to join their dynamic team as a Tax Associate. 

ABOUT THE COMPANY: 

Our client’s global reputation for investing expertise spans a quarter-century, marked by superior risk-adjusted returns, ethical standards, and a dedication to talent development. The Warsaw office, home to a world-class talent pool, is renowned for its excellence and innovation in the industry. With a strong focus on attracting the brightest minds, our client offers unparalleled opportunities for professional growth and development. 

ROLE SUMMARY: 

As a Tax Associate, you will play a pivotal role in the Tax team overseeing compliance for a diverse portfolio, including 30+ funds, 75+ private equity and management companies, high net worth individuals, and tax-exempt organizations. Collaborating with leading accounting firms, you’ll contribute to the preparation and review of various tax workpapers, partnership allocations, and tax estimates. The role involves a dynamic blend of responsibilities, from utilizing Microsoft Excel for data management to actively participating in the enhancement and maintenance of proprietary tax technology tools. 

KEY RESPONSIBILITIES: 

In this role, you will: 

• Prepare and perform initial reviews of various tax workpapers, partnership allocations, and tax estimates, primarily in private equity and venture capital. 
• Utilize Microsoft Excel daily with a focus on data management. 
• Collaborate with the Tax Technology team in designing, improving, and maintaining proprietary software and automation tools. 
• Design and maintain automation workflows using technologies such as VBA, Alteryx, SQL, and Tableau. 
• Operate proprietary internal software to generate Schedules K-1 and tax return templates for external tax advisors. 
• Assist with audits conducted by federal and state tax authorities. 
• Address ad-hoc queries from other departments regarding the tax implications of prospective transactions and investor tax reporting. 

REQUIRED QUALIFICATIONS: 

To succeed in this role, you should possess: 

• A minimum of four years of work experience in accounting or taxation. 
• Bachelor’s degree in Accounting or a related field with strong accounting skills. 
• Extensive computer and technology experience, including advanced Microsoft Excel skills, VBA knowledge a plus. 

• Knowledge of Alteryx, SQL, and Tableau. 
• Excellent English language skills, both written and verbal. 
• Exceptional organizational and problem-solving skills. 
• Analytical mindset, strong work ethic, and a commitment to ethical standards. 
• Interest in working with technology and automation. 

EMPLOYEE BENEFITS: 

• Our client values the well-being and growth of their employees, offering a comprehensive benefits package, including: 
• Sports card 
• Private life insurance 
• Private medical and dental care, with vision allowance 
• Private pension scheme 
• Volunteer opportunities 
• Support for employee-led affinity groups 
• Business travel accident insurance 
• Employee assistance program 
• Educational assistance reimbursement 

If you’re a self-starter with impeccable attention to detail, possessing the qualifications and skills outlined above, we want to hear from you! Contact Angelika at angelika@cfwrecruitment.com  to explore this exciting opportunity further. Join our client’s team and be part of an innovative and dynamic environment where your expertise will thrive.