Summary
Tax Analyst opening at a $4B AUM Credit Fund in NYC. The role is open due to growth of the firm, sits on a small, tight-knit team, and will cover a wide range of responsibilities across finance and accounting.
Company Information:
- $5B AUM
- Multi-Strategy Fund w/ a focus on the credit space
- Great culture, great hours, young and fast paced environment
- 70 Employees
- Family oriented, team oriented environment
- Generous vacation packages and sick time
- Charitable giving match and volunteer opportunities
- Fun company outings and events
- 401k matching
- Professional development and technical training
Job Description:
This role is a newly created role, that will assist the Tax Manager in various aspects of tax compliance and planning for the funds and management entities.
- Assist in maintaining and updating tax information throughout the year
- Review of work papers, returns, k1s, informational filings and notices for all fund entities and SPVs.
- Modeling and projecting taxable income in Excel
- Assist in the periodic filing process for state and local taxes
- Monthly preparation of funds’ tax estimates, foreign tax accruals, and other ad hoc informational requests
- Prepare or review calculations and documentation for various types of reporting
- Assist in preparing supporting analyses for partnership activities to external auditors (tax compliance team) for partnership tax returns
- Coordinate with external auditors
Requirements / Qualifications:
- Bachelors Degree in Accounting/Finance
- Tax Experience
- 1-3 years of experience
- Financial Services Experience preferred
