Tax Senior-12661

Tax Senior-12661


Company Info: Leading private investment firm with more than $25 billion of capital under management based in New York, NY


  • Review of complex federal and state tax allocations, tax returns, K-1s and foreign attachments for the Credit (Non-Control) Open-end and Closed-end Funds.
  • Responsible for quarterly tax estimate allocations and deliverables
  • Work with administrator to ensure portfolio accounting and allocation files are accurate and complete before providing to tax preparers
  • FATCA compliance and reporting including preparation of filing templates
  • Preparation of ECI and FDAP withholding calculations, review of 1042s and 8805s prepared by service provider and the maintenance of U.S. tax forms.
  • Coordination with various internal teams (Accounting, GP, Operations, Legal) to augment the flow of information, including the implementation of process improvements
  • Preparing/Reviewing investment structure charts
  • Preparing/Reviewing Fund and SPV tax withholding documentation
  • Assist in implementing various global investment structures (e.g. working with advisors to constitute new SPVs, file tax elections forms, file for tax id’s, etc.)


  • Intellectual curiosity – someone who wants to understand the “why” behind what they are doing
  • Motivated/career oriented – we think this position provides great growth opportunity and want someone who will want to exploit that opportunity
  • Self-starter – does not need to be prompted to tackle a task at hand
  • Independent and Responsible – need someone who can take ownership of a project/task/etc that they’ve been assigned
  • Resourceful – capable of finding solutions to issues they may be encountering for the first time
  • Organized and documentation oriented
  • Nimble – will need to be able to multi-task
  • Strong Excel skills a must; Alteryx/Data application experience a plus
  • Non-tax interaction: Opportunity to interact with non-tax operations groups and integrate the tax function alongside their respective groups and processes


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