Tax Senior - Private Equity (Credit)

HCVT offers Tax, Audit, Advisory, and Business Management services to private and public companies, high-net-worth individuals, and family offices. Based in Manhattan, this position will work closely with TPG Angelo Gordon, a global alternative asset management platform focused on credit and real estate investments. This role will work closely within the tax team and with the fund accountants on credit-focused, securities, and land bank investment funds. The firm offers a hybrid work model allowing eligible employees to work remotely and in the office.

Responsibilities

Reviewing investor tax deliverables including K-1s and K-3s; Managing the preparation of 1042-S and 8805 forms for foreign investors; Drafting quarterly LP tax estimate letters to provide transparency on projected tax liabilities; Reviewing quarterly and year-end calculations for Original Issue Discount (OID), Market Discount, and Premium Amortization across large portfolios of bonds and mortgage pools to ensure accurate income reporting; Reviewing federal and state partnership and corporate tax returns; Managing the extension process across all partnerships, states, and withholding regimes; Ensuring the accuracy of investor demographics and tax allocations; Performing quarterly REIT compliance testing and income projections; Overseeing the quarterly and year end tax provision process; Ensuring all year-end REIT compliance procedures are executed; Managing internal teams to obtain and analyze books and records across Funds and SPVs; Calculating quarterly tax income estimates in-house; Preparing and submitting federal and state tax payments for both corporate and partnership liabilities; Coordinating with Big Four tax preparers (PwC, EY, Deloitte); Managing the flow of data to these firms; reviewing their work product for accuracy; Leading year-end tax planning meetings to align on strategy and deadlines

Requirements

Public accounting/private financial services industry experience; Minimum of 2 years of public / private tax accounting experience; Undergraduate/Master’s degree in Accounting or Tax; Strong attention to detail and strong organizational skills; Proficiency in Microsoft Office (Word, Excel, PowerPoint); Team player and collaborator; excellent communications skills; Must be motivated, organized, flexible, and proactive; Must have CPA license or CPA exam parts passed; Minimum of three days per week in office

Nice to have

Financial services or Hedge Fund experience preferred

Benefits

Hybrid work model; Significant investments in training; Variety of benefits and perks