COMPANY:
A growing investment management firm with over $23 billion+ AUM focused on hedge fund and private equity strategies. 200+ employees
Location: NYC | Hybrid |WFH 2 days.
Title: Tax Compliance Associate
Responsibilities:
- Be a key contributor in the tax compliance process, including supervising service providers to deliver timely tax reporting
- Prepare and review source documents associated with partnership tax returns
- Review of partnership tax returns, including associated K-1s for private equity and hedge funds
- Prepare tax estimates and final tax schedules for more than 20 entities comprised of a diversified group of investors
- Coordinate and review tax allocations of partnership income, inclusive of special allocations and basis tracking
- Elect, calculate, and complete PTET payments to 9+ 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
- 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 workstream efficiency
- Assist in gathering and analyzing data to support tax efficiency planning for the funds
Requirements:
- Bachelor’s degree in Accounting or Taxation, Masters in Taxation a+
- CPA or equivalent certification preferred.
- 3-6+ years of experience in public accounting, ideally covering Private Equity, Hedge Funds, or Fund of Funds
