Senior Associate, Tax

Job Description

• Assist the VP of Tax and Head of Tax with federal, state/local, and international tax compliance oversight, providing tax consulting advice to business partners, working with deal teams to maximize tax efficiency of investment structures.
• Responsible for managing junior tax member, providing oversight and guidance on the above reporting functions.
• Will work closely with junior and senior members of the Finance/Accounting team.
• Assisting with correspondence with federal and state tax regulators.
• Assisting with tracking/mailing all federal and state/local tax filings.
• Responsible for reviewing quarterly tax provision calculations prepared by external vendors.
• Responsible for reviewing tax waterfall (carried interest) models and related tax distributions, in keeping with the applicable legal terms.
• Assisting with oversight and coordination of tax compliance services from third party tax service providers.
• Responsible for assisting in keeping investor relations informed of tax reporting timing for the firm’s investors as well as responding to investor tax inquiries.
• Assisting with the investment management company’s tax reporting obligations.

• Bachelor’s degree in relevant field.
• 4+ years of public/private investment taxation experience.
• CPA preferred.
• Mutual Fund/RIC compliance experience strongly preferred. Experience with Business Development Companies (BDC’s) is a plus.
• Knowledge of private credit and traditional private equity fund taxation.
• Proficient in Microsoft Excel.
• Highly organized and detail-oriented individual who can get the big picture.
• Ability to collaborate with others across the firm as well as work independently.
• Ability to take on a new task and own the process from start to finish.
• Ability and drive to identify areas for improvement and provide practical solutions/recommendations for improvement.

• Physical Requirements:
  
  Sedentary Work

6IC

$110,000 - $130,000 / annually