Tax Assistant Jobs

About The Position

Requirements

• 5+ years of Big 4 tax experience in the alternative asset management industry (Investment Partnership Preferred).
• Undergraduate degree in Accounting, Finance, or Business-related field.
• Partnership tax experience preferred.
• CPA or graduate degree preferred.
• Strong analytical skills and work with complex data to drive decision-making.
• Produce timely and accurate allocations with an emphasis on the importance of supporting work paper documentation.
• Team player.
• Effective verbal and written communicator.
• Highly organized and proactive.
• Work effectively in a fast-paced and dynamic culture, and take initiative and be hands-on.
• Professional integrity of the highest order.
• Strong work ethic, responsiveness, and passion for learning.

Responsibilities

• Review entity level book to tax calculations, tax returns, tax allocations, and K-1s for federal and multi-state at the investment and feeder fund levels (for partnership, corporations, and mutual funds).
• Coordinate with third party fund accountants, financial reporting, and tax advisors to ensure proper accounting of transactions.
• Identify potential tax issues upon investment acquisition or disposition.
• Assist in new product development, including modeling tax leakage, leading discussions on intended fund structure, and understanding investor concerns.
• Review trading activity and securities analysis reports for tax adjustments including wash sales, constructive sales, and straddles.
• Respond to tax authority requests, including handling of notices received from taxing authorities.
• Assist in tax audits for various jurisdictions.
• Research domestic and foreign tax reporting issues.
• Assist with tax compliance for funds in other business units, including retail and co-investment products.
• Respond to Limited Partners' tax inquiries or ad-hoc requests, including but not limited to investment IRR and due diligence questionnaires.
• Supporting Finance team & liaising with other business units, as needed.
• Identify areas of risk and opportunities for efficiency.

Benefits

• Comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits
• Paid time off
• Life insurance
• 401(k) plan
• Discretionary bonuses