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.


  • 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


  • 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


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