Tax Associate

Company Overview

A boutique alternative asset manager focused on income-oriented credit strategies is seeking a Tax Associate to support tax reporting and compliance across multiple investment vehicles.

• Review tax work papers and allocations for Fund Partnership K-1s, 1065s, and state returns
• Review of Forms 1120, 1120-F, 1120-RIC, Forms 1042, Forms 8805, and Forms 1099
• Analyze financial information for fund tax estimates
• In-depth review of international tax reporting, such as PFICs and CFCs (Forms 8621 and 5471)
• Coordinate and organize flow-through tax information from various underlying investments
• Automate and streamline tax data and processes using AI and Alteryx
• Calculate tax basis for underlying investments and partners
• Prepare and review quarterly corporate estimated tax payments
• Update and review tax memoranda to satisfy ASC 740 documentation requirements
• Prepare tax documents for withholding issues
• Manage FATCA and CRS reporting
• Manage new entity formation process, including preparation of Form SS‑4 applications, Form 8832, W‑8/W‑9
• Respond to and manage tax notices from the IRS and state taxing authorities
• Understand and review 704c allocations, 754 adjustments
• Work closely with management accounting to calculate estimates for partners for payments
• Research complex tax issues and formulate opinions
• Stay updated on the ever‑changing tax landscape
• Handle ad‑hoc responsibilities as requested

• Strong academic record, Masters in tax preferred
• Certified Public Accounting (CPA) designation preferred
• Proficiency in Microsoft Office applications with an emphasis on Excel
• Experience leveraging AI (Copilot, ChatGPT, etc)
• Knowledge of automation tools, Alteryx, and Microsoft Power BI preferred

$120,000 – $175,000