
11 - 50 employees
💸 Finance
💼 Consulting
🧘 Wellness
Finance • Consulting • Wellness
Arootah is a comprehensive solution provider for the alternative investment industry, offering a wide array of services tailored to different stages of alternative investment management. They specialize in advisory services, talent acquisition, development, and executive coaching to help firms achieve peak performance. Arootah employs a process-driven approach combined with cutting-edge technology and expert guidance to deliver transformative experiences to their clients. Their services also extend to corporate wellness and health coaching, emphasizing a holistic approach to business and personal development. With a strong foundation in the intersection of finance, technology, and wellness, Arootah empowers firms and individuals to unlock their full potential.
🕒 July 17
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11 - 50 employees
💸 Finance
💼 Consulting
🧘 Wellness
Finance • Consulting • Wellness
Arootah is a comprehensive solution provider for the alternative investment industry, offering a wide array of services tailored to different stages of alternative investment management. They specialize in advisory services, talent acquisition, development, and executive coaching to help firms achieve peak performance. Arootah employs a process-driven approach combined with cutting-edge technology and expert guidance to deliver transformative experiences to their clients. Their services also extend to corporate wellness and health coaching, emphasizing a holistic approach to business and personal development. With a strong foundation in the intersection of finance, technology, and wellness, Arootah empowers firms and individuals to unlock their full potential.
• Provide expert tax advice to alternative asset firm and family office clients • Conduct best-practice reviews and develop realistic action plans • Break goals into actionable steps and advise on vendor selection and oversight • Create and implement tax policies, procedures, and control measures • Evaluate client progress using KPIs and scoring matrices • Oversee outsourced U.S. federal, state, local, and international tax return preparation and filings • Establish and maintain tax workpaper, allocation, and tax return policies and procedures • Research transactional and tax planning opportunities, including aggregate allocations and trader-versus-investor determinations • Oversee, review, and approve service providers’ fund returns, management-company returns, and K-1 reporting under ASC 740 and IAS 12 • Lead North American payroll tax processes and resolve employee tax issues, notices, and audits • Select and manage domestic and international tax service providers and vendors • Manage U.S. and international tax audits and examinations • Prepare and review analyses and reports supporting budgeting and forecasting • Advise portfolio managers and executive leadership on tax laws, regulations, decisions, and legislation • Collaborate with tax advisors, finance, IT, and business-unit leaders on tax data and reporting compliance • Support limited partners and investors with tax reporting needs and year-end requirements
• Bachelor’s Degree in Accounting, Economics, Finance, Mathematics, or a related field • CPA designation and/or advanced degree (MST) • 10+ years of prior work experience specifically as a Director of Tax for an Alternative Asset Firm or Family Office • 5+ years of proven experience with tax preparation, fund accounting, general ledger accounting, or previous Big 4 accounting/tax experience • Demonstrated understanding of Subchapter K, financial products, wash sale and constructive sale rules, and aggregate allocations • In-depth understanding of tax treatment for investment types, asset classes, financial instruments, and vehicle structures • Extensive compliance experience with the IRS and foreign tax authorities • Expertise with Microsoft Word and Excel • Experience with tax planning/preparation software such as ProSystem fx and CCH Access Tax
• Alt-industry-only engagements with hedge funds, private equity firms, and family offices • Access to project-based advisory opportunities as client needs arise • Network of 700+ vetted advisors across 18 functional disciplines • Network of 600+ coaches
Apply Now🕒 April 1
SAP Tax Consultant enhancing and ensuring compliance of tax processes within SAP for KATBOTZ LLC. Collaborating with teams to optimize configurations and manage reporting for tax regulations.