Senior Tax Accountant

It’s never been a more exciting time to join Vistra.

At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business – to help our clients achieve progress without friction.

But progress only happens when people come together and take action. And we’re absolutely committed to building a culture where our people can do just that.

We have an exciting opportunity for you to join our team as a Senior Tax Accountant. Reporting to the Senior Manager, Tax Services, this full-time and permanent position is based in the US and offers regional coverage, allowing you to make a significant impact to our Tax Services team and its’ growth. This can be a local, or remote hire across the US.

Key responsibilities:

• Assist with the preparation of client activity reconciliations, including distributions, interest, gross & net redemptions, and return of capital.
• Oversee accurate preparation and distribution of various client 1099 and K-1 forms.
• Maintain continuous communication with clients, manage expectations, and ensure outstanding client service. Partner with tax professionals to provide comprehensive tax solutions.
• Oversee and manage the tax team and preparation process.
• E-filing 1099s with the IRS and CA and provide K-1 information to clients for their own tax E-filing. Assist with E-filings of client tax returns and K-1s.
• Determine all information required to ensure/complete accurate tax compliance products within the budget. Formulate a plan to gather/communicate information. Determine areas of exposure and adapt to challenges in the compliance process.
• Provide timely and high-quality services and work products that exceed client expectations.
• Help to develop and guide staff and other junior tax professionals by providing effective performance feedback, on-the-job training, and ensuring team responsibilities are consistent with skills and developmental goals.
• Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations.
• Keep team members informed of work status.
• Act as a proactive steward of compliance standards, ensuring they are upheld, promoted, and improved.

Key requirements

• Bachelor's Degree with an emphasis in accounting, finance, or a related field and approximately 5 years of tax-related work experience
• Experience managing teams and deliverables
• An advanced degree in tax or law is highly desirable, not required
• CPA certification, Enrolled Agent, or JD a plus, not required
• A minimum of 3 years of Alternative Investment Fund tax experience or equivalent experience in business or the financial services industry is highly desirable
• Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
• Excellent managerial, organizational, and verbal/written communication skills
• Experience with 1099 form preparation
• Experience with K-1 form preparation
• Strong knowledge of Microsoft Excel

Company Benefits:

• A high level of visibility within in our organization on an upwards trajectory
• The ability to define marketing processes and drive innovation and have a tangible impact on the business
• Be part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline.
• Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.
• The opportunity to innovate, bring discipline to brand activity and really make a difference.
• Unlimited PTO
• Medical PPO Plan
• 401k Plan with Employer Match
• Paid Parental Leave (All Gender)
• Voluntary Benefits (Pet Insurance, Legal, more)
• Hybrid / Remote Flexibility depending on role

If you are excited about working with us, we encourage you to apply or have a confidential chat with one of our Talent Acquisition team members. Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey!