Summary
An investment management firm is seeking a new team member to join its Tax Team. The role provides exposure to a variety of investment areas.
Company Information:
A top investment management firm in New York City with over $30 billion in AUM.
Job Description:
- Managing US tax compliance, including overseeing service providers and reviewing tax deliverables like fund-level book-to-tax analysis, federal and state tax allocations, tax returns, K-1s, PTET, and foreign attachments.
- Overseeing international tax compliance, including FATCA and CRS reporting.
- Managing the outsourced compliance process, including maintaining tax calendars and control lists, and collaborating on tax planning opportunities for fund launches, credit deals, restructurings, and individual tax planning.
- Coordinating with internal teams like Fund Accounting, Legal, Investor Services, and others to improve processes and share information.
- Assisting with entity formation, structure reviews, and maintaining existing entities.
- Documenting tax advice and positions taken for future reference.
Requirements / Qualifications:
- 5 – 8 years of asset management related tax experience (partnership experience is a must)
- Big 4 or Industry experience preferred
