Senior Tax Analyst
New York, New York • $120,000-$180,000
About the Company:
Our client is a globally recognized investment management firm with a diversified, multi-strategy platform spanning a broad range of asset classes. The firm oversees substantial institutional capital and is distinguished by its disciplined investment philosophy, strong infrastructure, and highly collaborative culture.
Responsibilities:
- Manage the overall U.S. tax compliance process for various senior executive benefit program investment vehicles, generally treated as partnerships for U.S. tax purposes
- Liaise with various departments to gather and organize data required for U.S. tax compliance process
- Prepare and review quarterly estimate information and calculate tax distributions
- Prepare and review quarterly and annual state pass-through entity tax (PTET) filings and payments
- Address questions regarding the senior leadership benefit programs and investor tax reporting
- Partner with other members of the tax team and other departments to drive automation initiatives and improve tax compliance processes
- Manage any tax audits for the employee investment entities and respond to inquiries and notices from tax authorities
- Assist with resolving complex technical tax issues, consulting with experts, and preparing well-synthesized findings to tax management team
- Participate in cross-functional projects to support operations, drive departmental excellence, and foster teamwork
- Monitor the changing tax landscape and assist with strategic tax planning initiatives
- Assist with broader U.S. tax compliance team processes and initiatives, including Schedule K-1 and U.S. income tax return processes as well as special projects associated with the firm’s investment funds and management entities
Requirements:
- Bachelor’s degree required
- 3-6 years of relevant tax experience within public accounting and/or asset management
- Experience interacting with clients a must
- Understanding of partnership taxation, financial products, and their tax implications
- Experience working on Forms 1040 and family office tax matters a plus
- Strong technical proficiency with web applications and MS Office
Salary Range:
$120,000-$180,000
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