Tax Senior; Morristown, NJ

Senior Tax Associate – Alternative Investment Funds Company Overview

A global fund and corporate services provider with a strong international footprint, supporting alternative investment managers and multinational clients across multiple jurisdictions. The firm services a broad client base including private equity, private credit, hedge funds, real estate funds, and complex cross-border structures. Backed by institutional private equity capital, the platform is in growth mode, expanding both organically and through acquisitions.

The firm is seeking a Senior Tax Associate to support private equity and credit fund clients with U.S. and international tax compliance, reporting, and structuring matters. This role focuses heavily on partnership taxation
, investor reporting, and fund-level tax considerations, working closely with internal teams and client stakeholders.

• Prepare and review federal, state, and international tax filings for fund entities and related structures
• Review Schedule K-1s and investor tax packages, ensuring accurate allocations of income, gains, losses, and credits
• Manage tax compliance calendars and ensure timely filings
• Support tax planning and structuring for new funds, acquisitions, financings, and dispositions
• Analyze tax implications related to portfolio investments, carried interest, UBTI, withholding, and treaty matters
• Partner with legal teams and fund managers to design tax-efficient entity structures
• Advise on tax considerations tied to capital calls, distributions, and fund-level leverage
• Monitor regulatory and tax law changes and communicate impacts to clients
• Serve as a point of contact for investor tax questions and allocation-related inquiries
• Review investor communications including tax letters and final K‑1 packages
• Coordinate with internal accounting, legal, and finance teams on tax processes
• Work with external advisors, auditors, and tax specialists as needed
• Research partnership tax issues, fund transactions, and cross-border tax topics

• Bachelor’s degree in Accounting, Finance, or related field
• CPA, JD, or MST preferred
• 2–6 years of experience in private equity fund tax, partnership taxation, or alternative investment tax
• Strong understanding of private equity and credit fund tax concepts (carried interest, leverage, distributions, international considerations)
• Experience reviewing complex partnership returns and K-1s
• Proficiency with tax software and Microsoft Office
• Strong analytical, communication, and organizational skills
• High attention to detail and ability to manage multiple deadlines