Senior Tax Analyst

ICONIQ•New York, NY

9h•Hybrid

About The Position

This position will report to the Vice President, Tax and is responsible for the tax compliance of ICONIQ’s private funds, both on the Family Office and Merchant Bank/Growth businesses. This Senior Analyst position will be involved in direct communications with internal teams and external investors. As well as working closely with our administrators, and tax preparers and advisors. Although the role is primarily involved in the tax reporting and compliance, this opportunity provides exposure to all areas of the tax function – including tax due diligence and structuring at the investment level, fund structuring, investor diligence questions, and strategic planning firmwide.

Requirements

2+ years of tax experience in public accounting or a related industry role
Experience with partnership tax and fund structures preferred
Understanding of federal and state tax compliance frameworks
Ability to collaborate across finance, legal, and investment teams

Nice To Haves

Exposure to venture capital, private equity, or alternative investments is a plus
Interest in leveraging AI tools to improve workflows and productivity

Responsibilities

Support the end-to-end tax compliance process for private funds and related entities
Review and prepare federal, state, and local tax filings, including investor reporting
Partner with external service providers to ensure accurate and timely filings
Maintain tax records across fund entities and management company structures
Assist with investor tax inquiries and reporting needs
Contribute to foreign reporting and withholding requirements
Collaborate with internal teams on tax estimates and planning initiatives
Identify and help resolve tax-related issues across the platform