Private Equity Staff (Experienced)

As a Private Equity Staff at Kaufman Rossin, your main responsibilities involve assisting in the preparation and filing of U.S. federal and state tax returns for private equity funds. You'll work on partnership returns (Form 1065) and investor K-1s, alongside utilizing tax software like CCH Axcess and GoSystems to ensure accuracy and timely submissions.

To apply for the Private Equity Staff position at Kaufman Rossin, you should have 1-3 years of recent experience with private equity partnership clients, along with a Bachelor of Commerce or equivalent degree. Public accounting experience is also preferred, as is a strong proficiency in Excel.

In the role of Private Equity Staff at Kaufman Rossin, you'll be using CCH Axcess and GoSystems tax software to manage tax return preparation efficiently. Familiarity with these tools will enhance your accuracy in tax calculations and streamline the filing process.

Kaufman Rossin emphasizes a work-life balance for all its employees, including Private Equity Staff. The company promotes a hybrid work policy and actively supports employee well-being, ensuring that you have the flexibility to manage personal commitments while achieving your professional goals.

Working at Kaufman Rossin as a Private Equity Staff means engaging in a collaborative environment where teamwork, communication, and respect are paramount. The firm fosters a culture of diversity and authenticity, celebrating the unique perspectives of each employee, which contributes to a vibrant workplace.

When answering this question, highlight your past experience working on U.S. tax returns for private equity, particularly any specific tasks such as preparing Form 1065 or K-1s. Provide examples of challenges you've faced and how you navigated them, showcasing your analytical and problem-solving skills.

Make sure to mention specific software like CCH Axcess and GoSystems if you have experience with them. If not, discuss your proficiency with similar tax software and emphasize your ability to quickly learn new technologies, which is crucial for a Private Equity Staff role at Kaufman Rossin.

Choose a relevant project and explain the challenges you faced, the strategy you implemented to overcome them, and the final outcome. This will demonstrate your critical thinking, initiative, and ability to manage complex situations.

Detail your methods for reviewing your work, such as double-checking calculations and using checklists. Explain how you stay updated with tax laws and regulations that impact private equity to ensure compliance with the latest requirements.

Describe a specific instance where teamwork was key to getting the job done. Highlight your communication skills, role in the collaboration, and how you facilitated a productive environment among the team.

Explain how you stay informed about changing tax regulations through professional development, such as attending courses, reading publications, or participating in networking events. Express your enthusiasm for continuous learning as it relates to your role as a Private Equity Staff.

Discuss your organizational strategies, such as creating task lists, setting interim deadlines for yourself, and using project management tools if applicable. Showing your ability to manage time effectively will be impressive to interviewers.

Share your alignment with the company’s values, such as their commitment to employee development and people-first culture. Mention specific attributes of Kaufman Rossin, like being a top accounting firm or their reputation as a great workplace, that attract you to them.

Talk about your perspective on feedback and its value in personal and professional growth. Share an experience where you received feedback, how you processed it, and the positive changes you implemented as a result.

Emphasize how your technical skills, experience with private equity tax compliance, and your dedication to quality work align with the values and needs of Kaufman Rossin. Show enthusiasm for being a contributing member of their team.