Senior Investment Legal, Tax, Accounting, and Operations Associate(s)

 

Job Duties

  • Review of financial statement &  advising on VC investment suitability

  • Maintain accounting books

  • Supervise outsourced  legal & accounting work

  • Manage clients and portfolio companies

  • Calculate note interest and annual return calculations of fund

  • Provide legal advice/guidance on FINRA and SEC compliance requirements

  • Assist in preparing year end client and portfolio financial and tax statements to include K-1’s

  • Prepare marking materials for VC Fund & identifying institutional investor

  • Optimize  tax savings

Requirements

  • JD, LLM, or Equivalent and

  • 12 months of work experience performing above stated job duties or in Investments, Legal, Tax, Accounting, Operations, or a related field

Candidates should send their resume to info@srcmllc.com