Tax Accountant
Job Details
Entry
Irvine Office - Irvine, CA
Day
Accounting
Please note: We are interested in every qualified candidate who is legally eligible to work in the United States. However, we are not able to sponsor visas at this time.

 

Pathway Capital Management is a Southern California based Registered Investment Adviser specializing in the formation and management of funds of funds investing in private equity partnerships on behalf of large institutional investors.

 

About the position:

 

  • Prepare tax workpapers and support for outside tax preparation
  • Perform preliminary review of FoF tax returns and workpapers
  • Analyze investment partnership schedule K-1
  • Perform monthly review and analysis of tax withholding on distributions
  • Assist with the preparation of tax-related correspondence
  • Manage high volume of tax-related email communications, both incoming and outgoing
  • Correspond with outside investment professionals
  • Maintain extensive tax information in database
  • Prepare quarterly tax estimates
  • Prepare monthly and annual tax withholding analysis
  • Assist in overseeing the Tax Administrator to ensure proper coordination of all tax-related communications, deadlines and file/document management.
  • Assist with special projects

 

 

 

Qualifications

 

  • Bachelor's degree in Accounting with 2 + years of accounting experience preferred (CPA or tax experience a plus)
  • Ability to work cooperatively and collaboratively with internal accounting/finance team and external professionals
  • Strong organizational/multi-tasking and project planning skills
  • Ability to effectively prioritize projects to meet deadlines
  • Ability to multi-task and absorb high volumes of documentation and correspondence
  • Strong analytical and problem solving skills with an attention to detail and an eye for accuracy
  • Excellent written and verbal communication skills, including the ability to effectively and professionally articulate via the phone, email, and in person
  • Proficient in business systems applications such as Microsoft Office (Intermediate to advanced excel skills)
 

 

 

Company Background

 

Pathway is a leading provider of private market portfolio solutions that was founded in 1991 and manages over $70 billion of assets from private equity, private credit, and infrastructure mandates. We develop and manage diversified portfolios of private market investments on behalf of institutional and corporate clients, and have deployed more than $90 billion on their behalf.  Pathway’s employees work out of offices in California (Home office), Rhode Island, London and Hong Kong.

 

 

It is our policy to comply with all applicable state and federal laws prohibiting discrimination in employment based on race, age, color, sex, religion, national origin, or other protected classification. All U.S. employees are covered by workers compensation.
Headquarters - Irvine, California
Providence, Rhode Island
London, UK