Tax Manager, Credit Operations

Millennium Management-posted 2 months ago
$160,000 - $250,000/Yr
Senior
New York, NY
Real Estate
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The Senior Tax Analyst will join a dynamic US tax team to help lead tax compliance on cutting edge private credit fund structures and associated investments, as well as other potential entities and investments/strategies, with a particular emphasis on illiquids and alternatives.

  • Manage all relevant federal, state, and local partnership and corporate tax return filings, estimates, payments/accruals and tax audits, including reviewing and/or preparing complex tax allocations and securities adjustments, for private credit and other illiquid/alternative investment structures and products, as well as related carried interest/incentive plan partnership vehicles
  • Manage engagements with external Big 4 accounting firms and other external service providers
  • Help advise Portfolio Managers and other key stakeholders, alongside internal and external tax advisors, regarding US tax considerations associated with the relevant holding structure or investment portfolio
  • Assist with formulating a transfer pricing and/or cost allocation framework for holding structures
  • Collaborate with the US (and non-US, when relevant) tax team on broader hedge fund tax matters, including tax compliance and tax advisory support for the business
  • Contribute to a high-performing and efficient tax team
  • Work with cross-functional teams and related tax functions, including legal analysis, structuring, and tax technology to ensure comprehensive tax compliance and strategic alignment
  • Drive continuous improvement initiatives to enhance tax compliance processes and implement best practices across the organization
  • A minimum of 6+ years of progressive fund taxation experience, with experience in a Big 4 accounting firm and preferably a leading credit fund or other alternative asset manager
  • Experience with typical holding structures for alternative/illiquid investments
  • Experience with complicated US partnership tax considerations in connection with carried interest/incentive plans using profits interests
  • Possess strong knowledge of US tax rules relevant to financial products and credit investments including but not limited to syndicated loans, high yield bonds, direct lending/origination, distressed debt, and collateralized loan obligations, significant modifications, OID and market discount, 163(j), 864(b) and effectively connected income
  • Bachelor's degree in Accounting or related field
  • CPA license
  • Advanced Microsoft Excel skills
  • Strong oral and written communication skills
  • Demonstrated ability to effectively collaborate both within a team and cross-functionally
  • Competitive total compensation package that includes a base salary, discretionary performance bonus, and a comprehensive benefits package
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