Senior Associate - Tax (Alternative Assets)
IQ-EQ•New York, NY
•$89,000 - $100,000•Hybrid
About The Position
The Senior Associate - Tax works directly with leading hedge fund and private equity firms in the alternative asset industry, under the guidance and direction of the Tax Director. The role provides federal, state, local, and foreign tax compliance services, along with tax reporting, entity election, tax basis, and REIT testing support. It also involves maintaining client relationships, communicating engagement status, resolving tax notices, conducting tax research, and supporting multi-state income tax planning to ensure 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 the ability to build strong client relationships.
- Analytical, technical, and technology skills, including 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, quarterly estimates, and foreign filings, including Forms 5471, 8865, 8858, 8621, and 926.
- Manage 1099 and 1042 reporting, FBAR filings, FATCA reporting (Form 8966), and tax certification forms (W-8s and W-9s).
- Prepare entity elections using Form 8832, 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 and ensure accurate, timely 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 programmes and systems, including PowerU and MyCampus.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Senior
