Tax Manager
Private Equity
Posted on 2/13/2024
StepStone Group

1,001-5,000 employees

Global private markets investment firm offering customized solutions.
Company Overview
StepStone Group is a leading global private markets investment firm, renowned for its tailored investment solutions, advisory, and data services, catering to a diverse clientele including prominent pension funds, sovereign wealth funds, insurance companies, and private wealth clients. The firm's competitive advantage lies in its ability to develop and build private markets portfolios across various asset classes, specifically designed to meet the unique objectives of each client. Furthermore, StepStone's industry leadership is evident in its extensive global presence and its trusted partnerships with some of the world's largest financial entities.

Company Stage

Series C

Total Funding

$2.6B

Founded

2007

Headquarters

New York, New York

Growth & Insights
Headcount

6 month growth

2%

1 year growth

9%

2 year growth

63%
Locations
La Jolla, San Diego, CA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Excel/Numbers/Sheets
CategoriesNew
Accounting
Finance & Banking
Requirements
  • CPA preferred
  • Four-year college degree in Accounting, Finance, or Other Business Degree
  • Six to eight years of Partnership Tax experience
  • Strong Microsoft Excel experience
Responsibilities
  • Manage external service providers during the annual federal and state tax compliance process
  • Coordinate with financial reporting and external tax advisors
  • Assist fund accounting team and external tax advisors with IRS W forms preparation and review
  • Preparation of Forms 1099 and TD F 90-22.1 (FBAR)
  • Review of FATCA and CRS analysis prepared by tax advisors
  • Assist in the creation and dissolution of fund entities
  • Assist external providers to prepare annual tax provisions for blocker corporations
  • Respond to notices from federal, state and foreign taxing authorities
  • Work with Investor Relations and Business Development to respond to investors’ tax inquiries or ad-hoc requests
  • Provide training and technical tax assistance to members of fund accounting and the legal team
  • Perform other duties to support the Head of Tax and Director
Desired Qualifications
  • Big Four experience