Tax Associate - PE


Division

Accounting/Finance

Location

New York, New York

Employment Type

Permanent



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An established Global Private Equity Fund has a newly created Tax Associate Role that will be involved in Project Management, Investment Analysis, and some structuring/planning  

Job Description:


Compensation : $110000 - $115000
Job ID : 13016

 

  • Assist in management of external tax service providers to ensure accurate and timely delivery of tax compliance and reporting outputs.
  • Analyze and review book-tax M1 adjustments, partnership agreements, and partners' tax allocations, including tax waterfalls.
  • Assist in review of quarterly and yearly tax estimates including annual K-1s and tax returns for the fund vehicles and GP carry vehicles.
  • Coordinate and interact with external tax service providers to review and analyze portfolio companies including (i) U.S. partnerships and corporations performing business in multiple states and foreign jurisdictions and (ii) PFICs and (CFCs)
  • Assist with tax research and planning for acquisitions, dispositions, and reorganizations relating to foreign and domestic investments.
  • Respond to requests for information between the various groups within the organization such as investor relations, marketing, finance, and legal.
  • Calculate & coordinate tax payments/refunds for federal and state income tax reporting/withholding with finance teams.

Job Requirements:


 

  • 2+ years of experience at either Public Accounting (Big 4 preferred)
  • CPA or graduate degree (e.g., MST) preferred.
  • Partnership tax return preparation experience required with a focus on for an asset management firm.
  • Excellent organizational skills and interpersonal skills is important.

 

 

Disclosure:  The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

 

 

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