Tax Associate
New York, New York • $80,000 - $100,000
About the Company:
Our client, a leading investment firm based in New York, is looking for a Tax Associate. The Tax Associate will provide domestic and international tax compliance and reporting support for the company’s Private Equity Fund.
Responsibilities:
- Performing and reviewing tax allocations of partnership income
- Performing and reviewing tax provisions for blocker corporations
- Compiling and reviewing tax data for federal and multi-state tax return & Schedule K-1 preparation -both partnership and corporations
- Identifying and performing/reviewing states withholding tax requirements relating to state income allocation to nonresident recipients
- Gathering and analyzing financial information from underlying portfolio companies for purposes of US filings – PFIC, CFCs, 926 forms, etc.
- Identifying and performing/reviewing US withholding tax requirements relating to income allocations to foreign and tax-exempt recipients
- Researching domestic and foreign tax reporting issues
- Responding to Limited Partners’ tax inquiries or ad-hoc requests
- Reviewing FATCA and CRS reporting
- Responding to tax authority requests & notices
- Coordinating with financial reporting and tax advisors to ensure proper accounting of transactions
Requirements:
- 4+ years of Big 4 tax experience in private equity, investment partnership, or fund-of-fund
- Must have relevant tax experience with a concentration in domestic partnerships
- Corporate tax experience is a plus
- CPA or graduate degree preferred
Compensation & Benefits:
- $80,000 – $100,000
- Top benefits