Senior Tax Accountant

Overview

• Lead tax compliance and reporting for diverse investment entities, ensuring adherence to regulatory standards and accuracy in filings.
• Collaborate with portfolio companies and sponsors to gather essential tax data and estimates for reporting.
• Support tax reporting for new investments, transactions, and complex financial structures, ensuring compliance and efficiency.
• Manage estimated tax payments and compliance for special purpose vehicles and related entities.
• Contribute to international tax reporting, including FATCA/CRS compliance and Cayman Islands requirements.
• Assist in tax provision work, including ASC 740 and FIN 48 analysis, ensuring accurate financial reporting.
• Respond to tax-related inquiries from internal teams and investors with professionalism and expertise.
• Enhance operational processes and compliance strategies within a dynamic and fast-paced environment.

Key Responsibilities & Duties

• Review and oversee tax filings, including Schedule K-1s, PFIC statements, and foreign filings prepared by external providers.
• Coordinate with portfolio companies to obtain necessary documentation for accurate tax reporting.
• Support compliance with FATCA/CRS reporting and international tax requirements, ensuring global regulatory adherence.
• Assist in preparing tax documents, including Forms W-9, W-8, 1099, and 1042 filings.
• Conduct tax provision analysis under ASC 740 and FIN 48 standards, ensuring compliance and accuracy.
• Manage estimated tax payments for investment entities, ensuring timely and accurate submissions.
• Provide expert responses to tax inquiries from internal teams and external stakeholders.
• Contribute to process improvement initiatives within the tax compliance framework.

Job Requirements

• Bachelor’s degree in Accounting or related field; CPA certification preferred.
• Minimum of 3–5 years of tax experience, ideally within asset management or public accounting.
• Strong expertise in partnership taxation and flow-through entities.
• Familiarity with investment funds, SPVs, and complex financial structures is advantageous.
• Knowledge of international tax reporting and compliance requirements is a plus.
• Exceptional analytical, organizational, and communication skills.
• Ability to manage multiple priorities and deadlines in a dynamic environment.
• Experience with Big 4 or similar public accounting firms is highly desirable.