Tax Senior Associate
About The Position
Guggenheim Investments is seeking a seasoned tax professional to join its Alternative Investments Tax Team. This position will be responsible for the tax compliance of credit focused private funds (closed end funds, hybrid funds etc.), structured securitization vehicles (CLOs, aircraft financing deals, real estate financing, infrastructure investments), real estate funds, private equity funds and SPVs. While this role is primarily credit focused, this role will have exposure to other products. The selected individual will be smart, diligent, self-motivated and will be excited to broaden their existing experience. The Senior Associate will report to the Head of Product Tax and will sit in our New York City office, full-time.
Requirements
- Bachelor's degree in accounting
- Minimum of 5 years of experience from big four, a mid-sized public accounting firm, and/or current experience in an asset management firm
- Experience with private funds is required
- Progress towards obtaining CPA
Nice To Haves
- 5 to 8 years of tax experience in the alternative investment industry or at a big four or mid-size accounting firm
- Active CPA designation
- Strong technical tax knowledge in dealing with credit products
- Comprehensive and broad-based experience in federal and state tax law; substantive understanding of tax compliance
- Must have demonstrated hands-on approach and success in working in a team-based environment
- Strong analytical skills and attention to details
- Strong organizational and time management skills
- Ability to work independently and collaboratively
Responsibilities
- Assume full responsibility for all tax compliance administration for credit focused private funds, real estate funds, private equity funds and SPVs
- Manage and oversee the tax service providers
- Assume full responsibility for all partnership, corporate and other tax engagements
- Review partner tax allocations, tax adjustments, Schedules K-1, and Forms 1065
- Prepare and review tax estimates
- Prepare FIN 48 analysis and review tax related footnotes on the Financial Statements
- Participate in tax planning and monitoring of book vs. tax return differences throughout the year
- Ensure accurate completion of Schedules K-1 and tax filings by applicable deadlines
- Prepare and review written responses to tax notices from various federal and state tax agencies
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Professional, Scientific, and Technical Services
Number of Employees
1,001-5,000 employees
