Tax Associate

Our client is an employee-owned investment advisor with over $7 billion in AUM. The firm focuses on asset-based and structured credit opportunities on a global scale.

Responsibilities

Prepare fund tax estimates, foreign tax accruals, and other ad hoc informational requests on a monthly basis; Prepare various state and local franchise and business tax returns; Prepare state sales and use and commercial rent tax returns; Prepare annual FBAR filings; Review work papers, returns, K-1s, informational filings and notices for all fund entities and SPVs; Assist in creating management company/GP entity financial reporting; Prepare or review calculations and documentation for various types of reporting; Coordinate with external auditors

Requirements

Bachelor’s degree; 5-7 years of related experience; Experience within public accounting; Strong tax and accounting research and analytical skills

Nice to have

CPA