Tax Principal
New York, New York • $150,000-$185,000
About the Company:
Our client is a global alternative asset manager with over $75 billion in AUM. The firm invests in private equity, infrastructure, real estate, and credit strategies.
Responsibilities:
- Review partnership allocations of income for investment partnerships and issue K-1s to investors
- Review fund structures of underlying fund investments for domestic and foreign entities and identify tax filing and income reporting requirements
- Assist in managing the global tax compliance process for investment partnerships and accounts managed by the firm including federal, state, and international tax reporting
- Lead tax process improvement projects using different tax technology solutions
- Assist with tax structuring for various clients of different tax profiles
- Stay up-to-date with legislative and regulatory tax changes and communicate tax developments to management team
- Draft client correspondence and participate in communications with clients
Requirements:
- Bachelor’s degree in accounting required
- CPA required
- 7-10 years of public and private tax experience
- Expertise in international tax and in federal and state returns for domestic and foreign partnerships and corporations
- Experience with FATCA/CRS reporting a plus
- Experience with Alteryx, Power Automate, or Power BI a plus
Salary Range:
$150,000-$185,000
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