Senior Tax Associate

Senior Tax Associate – Alternative Investments

New York, NY

About the Opportunity

We are partnering with a leading global alternative asset manager on a unique opportunity for a Tax Senior to support a major global alternative asset manager with a significant credit and real estate investment platform.

Responsibilities

• Review investor tax deliverables, including Schedules K-1 and K-3.

• Manage the preparation of Forms 1042-S and 8805 for foreign investors.

• Draft quarterly LP tax estimate letters and assist with projected tax liability calculations.

• Review federal and state partnership tax returns.

• Work with internal teams to obtain and analyze books and records across funds and SPVs.

• Coordinate with Big Four and other external tax advisors, managing the flow of information and reviewing work product for accuracy.

• Support year-end tax planning and coordinate deliverables, strategy, and deadlines across internal and external stakeholders.

• Assist with investment-related tax research and special projects across the broader credit platform.

Qualifications

• 2-4 years of tax experience within public accounting and/or the financial services industry.

• Bachelor’s or Master’s degree in Accounting, Tax, or a related field.

• Experience with partnership taxation, investment funds, or financial services clients.

• Exposure to credit funds, hedge funds, private equity, real estate, or other alternative investment strategies preferred.

• Familiarity with partnership tax compliance, K-1s, K-3s, withholding, and investor reporting.

• Strong analytical skills and attention to detail.

• Strong organizational and project management capabilities with the ability to manage multiple deadlines.

• Proficiency in Microsoft Excel, Word, and PowerPoint.

• Excellent written and verbal communication skills.

• Proactive, flexible, collaborative, and comfortable working in a client-facing environment.

• CPA license or progress toward CPA qualification, with at least 3 CPA exam sections passed.