Tax Associate

Tax Associate Overview

• The Tax Associate will support the tax function for private credit funds, public RICs, CLOs, and management companies.
• Collaborate with various internal teams, including Investor Relations, Operations, Fund Accounting, and Legal, to ensure tax compliance and planning.
• Provide expertise in tax issues related to asset management, including private equity and hedge fund entities.
• Join a fast-growing investment management firm managing over $14 billion in assets.
• Leverage advanced tools such as AI, Alteryx, and Microsoft Power BI for tax data automation and streamlining.
• Gain exposure to international tax reporting, including PFICs and CFCs, and complex tax research.
• Contribute to a collaborative environment promoting integrity, inclusion, teamwork, and respect for others.
• Hybrid work arrangement offering flexibility and professional growth opportunities.

Tax Associate Key Responsibilities & Duties

• Review tax work papers, allocations, and various tax forms, including K-1s, 1065s, and 1120-RIC.
• Analyze financial data for fund tax estimates and international tax reporting requirements.
• Coordinate tax information flow from underlying investments and manage FATCA and CRS reporting.
• Automate and streamline tax processes using AI and Alteryx tools.
• Prepare and review quarterly corporate estimated tax payments and state tax filings.
• Respond to tax notices and manage new entity formation processes, including SS-4 applications.
• Research complex tax issues, formulate opinions, and update tax memoranda for ASC 740 documentation.
• Collaborate with management accounting to calculate partner payment estimates and address withholding issues.

Tax Associate Job Requirements

• Bachelor of Science degree with a strong academic record; Master's in Tax preferred.
• Minimum of 5 years of experience in private or Big 4 tax environments; 8 years preferred.
• Certified Public Accountant (CPA) designation preferred.
• Proficiency in Microsoft Office applications, particularly Excel, and familiarity with automation tools.
• Knowledge of international tax reporting, including PFICs and CFCs, and tax compliance processes.
• Strong analytical, problem-solving, and communication skills, both verbal and written.
• Experience leveraging AI tools like Copilot and ChatGPT for tax data management.
• Ability to stay updated on evolving tax laws, proposals, and strategies.