Tax Associate

Our client is a global investment manager with a multi-strategy platform that combines quantitative, fundamental, and volatility-driven approaches. By leveraging advanced technology and risk management, the platform is designed to deliver consistent results across changing market conditions.

Responsibilities

Support tax compliance and reporting for multiple fund entities including partnerships, corporations, and offshore structures; Coordinate the preparation and filing of federal, state and local, international, and indirect tax filings with external tax advisors; Review investor tax reporting including Schedule K-1s, PFIC reporting, FATCA/CRS compliance, and other tax-related reporting obligations; Review tax documentation and information reporting forms; Coordinate monthly U.S. withholding tax rates with fund administrators and prime brokers; Maintain tax workpapers, supporting documentation, and filing records; Research tax law changes, respond to tax notices, and assess impacts on fund structures and investor reporting

Requirements

Bachelor’s degree required; 3-5 years of tax compliance experience at an investment management, hedge fund, or public accounting firm; Experience supporting U.S. federal, state and local, and international tax compliance for partnerships, corporations, and investment funds; Experience with partnership taxation, investor reporting, and U.S. withholding tax requirements; Experience with tax technology tools

Nice to have

CPA; MST