Senior Tax Associate

New York, New York • $90,000 - $125,000

About the Company:

Our client, is a top family office in NYC looking to hire a Senior Tax Associate. This role is based in New York City reporting to their Director of Tax.


  • 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


  • Undergraduate degree in accounting or taxation
  • Licensed CPA
  • 3-6 years of professional experience with a strong background in partnership taxation with an emphasis on private equity and hedge funds and the flow through treatment to investors
  • Extensive knowledge of investment fund tax accounting concepts including partnership tax accounting, tax allocations, and management and incentive fees
  • Direct experience working with carried interest provisions and comfortable with the following concepts: distribution waterfalls, return of capital, preferred returns, catch-up tranche, hurdle rates, and “clawback” provisions
  • Exposure across asset classes including equities, fixed income, repurchase agreements, futures, FX, and OTC products
  • Experience structuring funds with domestic and foreign investors
  • Strong Excel skills and knowledge of tax systems are required; exposure to Advent Geneva or experience using accounting and general ledger systems a plus
  • Strong communication and interpersonal skills and an interest in engaging with investors, finance/tax colleagues, and senior management

Compensation & Benefits:

  • $90,000-$125,000 Base Salary
  • Competitive Year-end Bonus
  • 401K with generous Match
  • Free Benefits




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