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Senior Tax Associate



$115,000 - $125,000 Plus Bonus

The Role:

A private equity firm managing retirement and after-tax funds is seeking a professional and motivated candidate to join the firm as a Senior Tax Associate. This position reports to the Director of Tax.

JobĀ  Description:

  • Assist in managing the review of partnership tax returns including associated K-1s for private equity and hedge funds
  • Review 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
  • 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 1042, 8865, 8858, 5471, 8621, and 926)
  • Manage the tax compliance process, research complex tax issues and supervise service providers to deliver accurate tax reporting
  • Assist Client Service, Legal, Compliance, Advisory, and Front Office teams in fulfilling tax-related requests
  • Provide coaching and training to the Fund Accounting team regarding tax issues
  • Participate in ad-hoc special projects and help develop process improvements related to increasing efficiency of the group

Required Skills:

  • 3-6 years of professional experience with a strong background in partnership taxation with an emphasis on private equity and hedge funds
  • Undergraduate degree in accounting or taxation
  • Licensed CPA
  • Strong Excel skills and knowledge
  • Extensive knowledge of investment fund tax accounting concepts (including partnership tax accounting, tax allocations, management and incentive fees, etc)
  • Comfortable with distribution waterfalls, return of capital, preferred returns, catch-up tranche, hurdle rates and “clawback” provisions
  • Exposure across asset classes (equities, fixed income, repurchase agreements, futures, FX, OTC products)
  • Experience structuring funds with domestic and foreign investors as well as carried interest provisions

Desired Skills:

  • Experience using accounting and general ledger system (Advent, Geneva, etc)
  • Strong communication and interpersonal skills and an interest in engaging with investors, colleagues and senior management
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