Who we are
Our Mission
Build winning companies to deliver superior returns to our investors.
Our strategy
Acquire good businesses and partner with management to drive fundamental improvement.
Our values
- Partnership
- Passion
- Discipline
Our core competencies
- Sourcing
- People
- Evaluation
- Continuous Improvement
Our Firm
- Lean, collaborative team, working directly with Partners and senior management
- Successful track record resulting in exciting growth
- 6 out of 7 current Partners started as associates or Vice Presidents at Sterling
- Resources Group, comprised of subject matter experts in Human Capital, Operations, Commercial, Strategy, Technology, and M&A, are members of deal teams and help drive improvements at portfolio companies
- Hands on investing model resulting in deep engagement with our portfolio companies
Our Culture
- We believe in long term partnership and collaboration
- Relentless, firm-wide commitment to continuous improvement
- We say "we" more than "I"
- Entrepreneurial spirit
- Passionate about building winning businesses
Summary
The Sterling Group is seeking a detail oriented and self-motivated Tax Accountant to join our team! The Tax Accountant will report to the Tax Manager and assist with domestic and international tax compliance and reporting for The Sterling Group, its affiliated management companies and private equity funds.
We are a small group of highly motivated professionals dedicated to creating exceptional companies and being the best in class. If you are looking for a dynamic, growing firm where you can use your talents, we would love to hear from you! Our office environment is highly professional with executives who care about your well-being and invest in your professional growth. As part of a small team you will work closely with upper management in an active role to drive improvements and maintain integrity of our processes and procedures. This role is a great opportunity for the right person looking to advance their career with a wonderful company.
Key Responsibilities
Assist in managing the firm’s international, federal, state and local tax compliance, including:
Working directly with external “Big 4” tax advisor
Preparing tax-related communications
Preparing estimated tax projections
Preparing tax provisions for blocker corporations
Preparing Forms W-9/W-8 and obtaining EINs
Preparing 1099 reporting for various entities
Review Big 4 service providers’ work for year-end k-1s and tax returns
Review tax allocations of partnership income
Assist in state tax issues including state tax withholding for fund entities
Assist with required federal and state tax payments and tracking
Register for new accounts with various state and local governments as needed
Assist with IRS and state agency audits, inquiries, and tax notices
Coordinate collection of tax data from portfolio companies
Assist with continuous improvement of processes, policies, and procedures
Document investment specific technical and compliance issues and reporting positions
Assist with international filings and preparation of applicable forms
Assist compliance with FATCA and CRS policies, procedures, and reporting requirements
Ensure entity compliance with CT Corp for the Registered Agent, Delaware Annual Reports and Annual Audits
Prepare name change IRS letters, Forms 8832 and 8937
Prepare Aircraft Disallowance calculations
Assist with FBAR and Business Personal Property Rendition filings, Fixed Assets, Transaction Cost analysis, USRPHC analysis and documentation
Draft responses to Limited Partners’ and Co-investor’s tax inquiries and tax information needs
Ad-hoc analyses and assignments
Qualifications
Accounting or Tax degree from an accredited university
At least 2 years of tax experience with a Big 4 accounting firm
CPA or CPA candidate
Experience with Partnership accounting and tax compliance preferred. Corporate tax experience is a plus
Competencies
Highest degree of personal integrity, judgment, and professional ethics
Tech savvy and able to enhance use of systems
Strong Excel skills (e.g., PivotTables, VLookup, etc.)
Ability to produce timely and accurate records, with an emphasis on the importance of supporting work paper documentation
Strong work ethic and the ability to work independently and as part of the team to proactively identify and resolve issues
Strong analytical skills and the ability to work with complex data to drive decision-making
High degree of accuracy and attention to detail, organized and methodical
Ability to work effectively in a fast-paced and dynamic culture, with the ability to take initiative and be hands-on
Ability to handle multiple demands, competing priorities, and constant change in a deadline driven environment
Excellent oral and written communication skills