Senior Associate - Tax (Alternative Assets)
About The Position
The Senior Associate - Tax will work directly for a premier client at its New York City office three days a week, supporting a leading private equity firm in the alternative asset industry under the guidance and direction of the Tax Director. The role focuses on tax compliance, reporting, planning, and client service for alternative asset clients. Responsibilities include preparing and filing federal, state, and local partnership tax returns, extensions, and quarterly estimates, as well as foreign tax filings. The position also manages information reporting and compliance requirements, prepares entity elections, calculates tax basis for partnership interests and PFICs, and performs quarterly REIT testing. The Senior Associate maintains client relationships, communicates engagement status, resolves tax notices, conducts tax research, and supports multi-state income tax planning while ensuring accurate and timely compliance.
Requirements
- 3–5 years of progressive federal tax consulting and/or compliance experience in public accounting or at an alternative asset investment firm.
- Bachelor’s degree in Accounting.
- Exceptional customer service skills and ability to build strong client relationships.
- Analytical, technical, and technology skills.
- Proficiency in basic office software.
- High level of accuracy and attention to detail.
- Ability to thrive in a fast-paced environment and work overtime when needed to meet deadlines.
Nice To Haves
- CPA.
- Master’s degree in Taxation.
Responsibilities
- Prepare and file federal, state, and local partnership tax returns, extensions, and quarterly estimates.
- Prepare foreign filings, including Forms 5471, 8865, 8858, 8621, and 926.
- Manage 1099 and 1042 reporting, FBAR filings, FATCA (Form 8966), and W-8/W-9 tax certification forms.
- Prepare Form 8832 entity elections, calculate tax basis for partnership interests and PFICs, and perform quarterly REIT testing.
- Maintain strong client relationships, communicate engagement status, and resolve notices with federal, state, and local jurisdictions.
- Perform multi-state income tax planning and tax research to support tax positions.
- Ensure accurate and timely tax compliance.
Benefits
- Four weeks of paid time off, increasing over time.
- Sick time and paid holidays.
- 401(k) plan with company match, subject to eligibility.
- Medical, dental, and vision benefits.
- Mental health support and additional ancillary insurance plans.
- Paid parental leave.
- Hybrid work schedule.
- Learning and development programs and systems, including PowerU and MyCampus.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
