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Tax Specialist

  • Compensation: 120,000 - 175,000 yearly Plus Bonus
  • Location: New York, New York
  • Type: Perm
  • Job #18787

One of the oldest fund managers of its kind under continuous management, with AUM around $50 billion and offices in North America, Europe and Asia. Investors include endowments, foundations, sovereign wealth funds, pension plans, family offices, and employees of the firm. The fund is a multi-strategy investment firm implementing a broad range of strategies. Its strategies include private equity investments, private credit, activism and restructurings.



  • Partner with tax team and outside service providers on a variety of matters relating to the annual tax compliance process:
    • Management company tax compliance and related information filings (1099’s etc)
    • K-1 issuance
    • US International Filings: 5471’s, 8621’s, 8865’s, FBAR’s, 8938’s
    • indirect tax compliance items
    • Tax notices and payments
    • Facilitate administrative items (ie EL’s, SOW’s, etc) with third party service providers
  • Liaise with members of the fund accounting and corporate FP&A teams on additional tax compliance matters and special projects.
  • Assist with the management company entities, corporate and indirect taxes of the fund and management companies, commercial rent tax, sales and use tax returns, and VAT taxes.
  •  Assist tax team members with the monthly tax estimates and presentation meetings to senior management.
  • Help with the proper administration of withholding taxes on certain payments to the funds and related entities.
  • Prepare quarterly reports relating to determining the character of payments from portfolio companies as either dividends or returns of capital
  • Work closely with the middle office team and tax structuring specialist on the proper booking of transactions and rebalancing of positions.
  • Work with outside service providers on PFIC testing and FIRPTA analysis.
  • Serve as the point person on investor-related tax questions.




  • Bachelor’s degree 4-7 years of experience in a tax focused role in the asset management industry.
  • Interest in tax code and in expanding knowledge around fund tax compliance.
  • Working knowledge of Microsoft Office Suite of programs Ability to think creatively and consider efficiencies around process and technology.
  • Strong attention to detail.
  • Excellent interpersonal, verbal, and written communication skills.
  • Ability to effectively prioritize workflow in a fast-paced environment.

Logistics: In office 2-3 days/week

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