Tax Associate

New York, New York • $80,000 - $115,000

About the Company:

Our client, one of the world’s leading investment firms with over half a trillion in assets under management, include investment vehicles focused on private equity, real estate, public debt and equity, non-investment grade credit, real assets, and secondary funds, all on a global basis. The Tax Associate will provide domestic and international tax compliance and reporting support for the firm’s private equity funds.


  • Compiling and reviewing tax data for federal and multi-state tax returns & Schedule K-1 preparation
  • Gathering and analyzing financial information from underlying portfolio companies to determine the appropriate tax treatment
  • Performing and reviewing tax allocations of partnership income and tax provisions for blocker corporations
  • Researching and determining tax treatment of complex domestic and foreign tax issues
  • Identifying and performing/reviewing state withholding tax requirements relating to state income allocation to nonresident recipients
  • Identifying and performing/reviewing US withholding tax requirements relating to income allocations to foreign and tax-exempt recipients
  • Responding to tax authority requests & notices
  • Reviewing FATCA and CRS reporting


  • Bachelor’s degree required
  • 4+ years of Big 4 tax experience in private equity, investment partnership, or fund-of-fund
  • CPA or graduate degree preferred
  • Must have relevant tax experience with a concentration in domestic partnerships
  • Corporate tax experience is a plus
  • Strong analytical skills and the ability to work with complex data to drive decision-making


Salary Range: 

$80,000 – $115,000



  • Drop files here or
    Max. file size: 2 MB.
    • This field is for validation purposes and should be left unchanged.