Tax Associate
New York, New York • 150,000-$180,000
About the Company:
Our client is a global investment manager with a multi-strategy platform that combines quantitative, fundamental, and volatility-driven approaches. By leveraging advanced technology and risk management, the platform is designed to deliver consistent results across changing market conditions.
Responsibilities:
- Support tax compliance and reporting for multiple fund entities including partnerships, corporations, and offshore structures
- Coordinate the preparation and filing of federal, state and local, international, and indirect tax filings with external tax advisors
- Review investor tax reporting including Schedule K-1s, PFIC reporting, FATCA/CRS compliance, and other tax-related reporting obligations
- Review tax documentation and information reporting forms
- Coordinate monthly U.S. withholding tax rates with fund administrators and prime brokers
- Maintain tax workpapers, supporting documentation, and filing records
- Research tax law changes, respond to tax notices, and assess impacts on fund structures and investor reporting
Requirements:
- Bachelor’s degree required
- 3-5 years of tax compliance experience at an investment management, hedge fund, or public accounting firm
- Experience supporting U.S. federal, state and local, and international tax compliance for partnerships, corporations, and investment funds
- Experience with partnership taxation, investor reporting, and U.S. withholding tax requirements
- Experience with tax technology tools
- CPA and/or MST preferred
Salary Range:
150,000-$180,000
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