Q Investments, a multi-billion dollar private investment firm in Fort Worth, TX is seeking a sharp, motivated individual to join its Strategic Planning Group. This is a high profile position with direct access to and interaction with individuals from all divisions of the company including senior management. The Senior Tax Compliance Analyst will work in an open, team-oriented environment, and will interact with Q’s securities transactions teams and private equity teams.

Job Responsibilities:

• Working with the head of tax, outside CPAs and tax attorneys on tax compliance matters and solving complex tax issues.
• Assisting in preparation of tax workpapers including taxable income calculations and tax allocations in complex family office structure.
• Assisting in the preparation of federal tax returns for partnerships, S-Corps, C-Corps, tax exempt organizations, and trusts. Includes preparation of several international information returns.
• Work with the team to develop tax estimates and report estimates to senior managers within the firm.
• Work within a diverse team to perform reporting and analysis of wash sales, as well as preparation and review of holding period and tax basis analysis for a wide range for securities.
• Create processes and procedures to analyze trading activity to detect straddles, constructive sales, and other trading-based tax issues.
• Prepare and review realized gain/loss reports, qualified dividend reports, and unrealized gain/loss reports.
• Preparation and review of financial books for management entities

Requirements:

The successful candidate will have demonstrated an outstanding professional and academic record, as well as be able to meet all or most of the following criteria:

• Bachelor’s or Master’s in Accounting, Taxation or related area w/ GPA of 3.25 or better
• 1-3 years of Tax Consulting or Tax Compliance experience working for a hedge fund, private equity fund, family office or Big 4/large regional public accounting firm, on above listed responsibilities is preferred.
• Strong spreadsheet skills
• CPA preferred but not required.

If you are interested in applying for this position, please submit your information to www.qinvestments.com/careers