Jan 10, 2024

Tax Associate

$130,000 - $200,000 yearly
  • Wall Street Careers
  • New York, NY, USA
Full time Accounting Tax Accountant

Job Description

Tax Associate

Position Assist in the Management of the firm's Tax Accounting and compliance functions across various fund investment structures.   

Company: Investment management firm with $20B AUM focused on hedge fund and private equity strategies   

Responsibilities:

• Assist in the review and preparations of partnership tax returns including associated K-1s for private equity and hedge funds
• Prepare tax estimates and final tax schedules for numerous entities 
• Coordinate and review tax allocations of partnership income
• Assist in gathering and analyzing data for the Head of Tax
• Assist in electing, calculating, and completing PTET payments across multiple jurisdictions, and keep up to date on the latest rules and regulations
• Gather and analyze complex financial information related to tax reform, PFIC, CFCs, etc.
• Assist in gathering, assembling, and preparing supplemental foreign filing forms, including Form K-2/3, 1042, 8865, 8858, 5471, 8621, and 926
• Manage the tax compliance process and supervise service providers to deliver timely tax reporting
• Assist Client Service, Legal, Compliance, Advisory, and Investment teams in fulfilling tax-related requests
• Participate in ad hoc special projects and help develop process improvements related to increasing the efficiency of the group

Requirements: 

•Undergraduate degree in accounting or taxation or master’s in taxation
• Licensed CPA 
• 3-6+ years of tax experience with an emphasis on private equity / hedge funds, and flow-through treatment to investors
• Knowledge of investment fund tax accounting concepts including partnership tax accounting and tax allocations
• Strong tax accounting skills with the ability to reconcile book to taxable income, taxable income to tax basis, master fund to feeder funds, and limited partnerships K-1s to funds
• Strong written and verbal communication skills

 

Firm Description

Alternative Investments, Hedge Fund, Hedge Fund of Funds

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