US Tax Compliance & Reporting

AlTi Tiedemann Global•New York, NY

4d•$190,000 - $215,000•Onsite

About The Position

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents. At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives. We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital. Our close partnership with clients means that culture is not an accessory to our business. It’s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member. As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you’re committed to making wealth worth more through enduring partnership, we want you to join us. To learn more visit alti-global.com. Reporting to the Head of Global Tax, AlTi is seeking a tax professional who will take a lead role in managing the tax compliance and income tax provision processes and assist with corporate and product related tax planning and advisory initiatives within AlTi’s tax function.

Requirements

Bachelor’s degree in Accounting or related/equivalent experience; CPA license strongly preferred
7+ years of tax experience in an in-house role and/or national accounting firm
Comprehensive knowledge of GAAP accounting principles, especially ASC 740
Knowledge of corporate and partnership tax technical issues, including 704(b) and 704(c) capital account regulations
Experience with driving and completing multiple workstreams effectively
Excellent analytical and complex problem-solving skills
Strong verbal and written communication skills and the ability to work well with team members in various roles and jurisdictions
Attention to detail and highly organized
Highly collaborative and proactive

Nice To Haves

Experience with SPAC transactions, the Up-C structure, and Tax Receivable Agreements
Experience working with global financial services tax issues
Experience with implementing technological and operational solutions to improve tax processes

Responsibilities

Manage the preparation and review of the annual and quarterly income tax provision calculations, tax memo, and relevant SEC financial statement disclosures
Manage and review AlTi’s international, federal, state, and local tax compliance, including engaging and coordinating with third party advisors to ensure timely and accurate filings
Coordinate international, federal, state and local tax inquiries, including examinations and audits with taxing authorities
Manage the Tax Receivable Agreement calculations and process
Review partnership allocations and capital accounts
Work with Financial Planning and Analysis to forecast tax liabilities, tax payments, tax distributions, and project future capital needs
Develop processes to create operational efficiencies and mitigate risks in the tax function
Assist the Head of Global Tax in identifying and executing tax strategies and overall tax planning for the company and relevant products
Manage the SOX process for all tax related requirements
Manage the tracking of the tax budget