Senior Tax Accountant – $40B AUM Credit Hedge Fund – $130,000 Base Salary + Bonus

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Top Performing Credit Hedge Fund looking to hire a Senior Tax Associate!!

Company Information:

The Firm
• $40B AUM Alternative Manager in NYC
• Strong company performance, position open due to growth
• 3 Days in / 2 Remote
• Tight knit, team oriented work environment, very fast paced
• Office in Midtown, NYC
• Fully covered benefits
• Gym discounts, seamless meal plan, work sponsored events, philanthropic opportunities

Job Description:

We are looking for a colleague to join our Tax Team focusing on the General Partner (“GP”) and Credit Fund tax functions. The role provides exposure to the entire investment platform including Credit, Private Equity, and Real Estate.

Responsibilities include:
• US tax compliance review in conjunction with our service providers including:
o Analysis of Fund level book-to-tax with an eye for trends, changes, and tax optimization opportunities
o Complex federal and state tax allocations, tax returns, K-1s, PTET, and foreign attachments
o Quarterly tax estimate allocations and deliverables
o ECI and FDAP calculations, withholding forms, tax returns, and maintenance of U.S. tax forms for GP Members
o FBAR Reporting: entity level and individual level reporting
o Tax/cash planning deliverable to SMD’s as part of our Credit Fund distribution process
• International tax compliance review in conjunction with our service providers including:
o FATCA and CRS reporting (reviewing filings, maintaining Forms for GP Members)
o General Partner UK Tax reporting (tax estimates to UK GP Members, UK tax compliance, capital event driven UK distribution analysis, s431 elections, and general UK planning)

• Manage the outsourced compliance process from input to deliverable; inclusive of calendars, issues lists, and control lists

• Collaborate on tax planning opportunities including ad hoc projects with respect to but not limited to new Fund launches, Credit deals, restructuring, carried interest, waiver, and individual tax planning

• Coordinate with various internal teams (Fund Accounting, GP Accounting, Human Capital, Operations, Legal, Investor Services) to augment the flow of information, including the implementation of process improvements

• Assist in the oversight of our entity formation process which includes maintaining existing entities, forming new entities, review of structure charts at both the investment level and Fund level, etc.)

• Interact with GP Members at all levels across the firm, including partners and senior operations leadership, to assist with tax and ad hoc requests, along with onboarding new GP Members

• Improve and buildout tax documentation

Requirements / Qualifications:

• 3 – 5 years of asset management related tax experience (partnership experience is a must) with one full year in active reviewer role
• Proactive and positive attitude; energetic and cooperative team player; desire to make meaningful contributions on a small team
• Strong attention to detail; thoughtful problem solver with an analytical mindset
• Excellent excel skills including experience with sumifs, pivot tables, and arrays; VBA macro, Power BI/Alteryx, Tableau, SharePoint, or other related software experience a plus
• Desire to work in a challenging environment; quick learner who can see the big picture
• Excellent verbal and written communication skills; ability to confidently converse with individuals at all levels
• Superior organizational skills, ability to prioritize and multi-task; sound judgment

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