Job Opportunity

Tax Senior

New York, NY

Job Summary

Hedge Fund is seeking a Tax Senior. Review hedge funds for M-1 tax adjustments, tax income, prepare State and Local Tax (SALT) documentation, recalculations, allocations, K-1s and tax returns. Minimum of having reached a tax manager level in public accounting – or higher (at least 5 years of experience).

Details

Our client, an Alternative Investment Management firm in New York, NY, is seeking a Tax Senior to join their growing team. This individual will be reporting to the Head of Credit and Tax Compliance/Tax Director. Responsibilities will include reviewing hedge funds for M-1 tax adjustments, tax income, prepare State and Local Tax (SALT) documentation, recalculations, allocations, K-1s and tax returns. An understanding of credit investments and structured products is strongly preferred.

Responsibilities:

* Review hedge fund and Private Equity funds
* Plan and strategize for a complex group of hedge funds and Private Equity funds, including the coordination of all tax filings and yearly tax work with the outsourced accounting firm
* Review K-1s, 1065s, and partnership tax returns, review M-1 tax adjustments
* Prepare state and Local Tax (SALT) documentation
* Communicate with the firm’s finance and tax departments on tax needs and adjustments
* Significant tax compliance responsibilities for hedge fund and private equity funds

Requirements:

* Minimum of having reached a tax manager level in public accounting – or higher (at least 5 years of experience)
* Background in investment management tax
* Understanding of partnership tax, and corporate blockers
* Experience preparing and reviewing tax allocations (tax waterfalls and open-ended fund aggregate allocations)
* Heavy experience in tax compliance review (federal and state – reviews of K-1s and tax returns)
* CPA is a big plus
* Strong communication skills needed, as the individual will be communicating with senior management

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• Min Experience: 5 years