Senior Tax Analyst

Our client is a globally recognized investment management firm with a diversified, multi-strategy platform spanning a broad range of asset classes. The firm oversees substantial institutional capital and is distinguished by its disciplined investment philosophy, strong infrastructure, and highly collaborative culture.

Responsibilities

Manage the overall U.S. tax compliance process for various senior executive benefit program investment vehicles, generally treated as partnerships for U.S. tax purposes; Liaise with various departments to gather and organize data required for U.S. tax compliance process; Prepare and review quarterly estimate information and calculate tax distributions; Prepare and review quarterly and annual state pass-through entity tax (PTET) filings and payments; Address questions regarding the senior leadership benefit programs and investor tax reporting; Partner with other members of the tax team and other departments to drive automation initiatives and improve tax compliance processes; Manage any tax audits for the employee investment entities and respond to inquiries and notices from tax authorities; Assist with resolving complex technical tax issues, consulting with experts, and preparing well-synthesized findings to tax management team; Participate in cross-functional projects to support operations, drive departmental excellence, and foster teamwork; Monitor the changing tax landscape and assist with strategic tax planning initiatives; Assist with broader U.S. tax compliance team processes and initiatives, including Schedule K-1 and U.S. income tax return processes as well as special projects associated with the firm’s investment funds and management entities

Requirements

Bachelor's degree required; 3-6 years of relevant tax experience within public accounting and/or asset management; Experience interacting with clients a must; Understanding of partnership taxation, financial products, and their tax implications; Strong technical proficiency with web applications and MS Office

Nice to have

Experience working on Forms 1040 and family office tax matters