• Location: New York NY
• Type: Perm
• Job #23356

Company Overview:
A leading global investment firm with approximately $149 billion in assets under management is seeking a Tax Associate for their Management Company. The role involves tax planning and compliance across various investment strategies and entity structures.

Job Responsibilities:

• Coordinate preparation of management company and general partner entity federal and state & local tax returns with outside accountants
• Prepare working papers, computations, and partner allocations, including proper characterization of taxable income and expense amounts
• Identify book-tax differences, including technical support and computations as applicable
• Coordinate preparation of quarterly federal and state tax estimates for the management company and applicable general partner entity
• Coordinate preparation of foreign tax filings related to overseas operating entities
• Assist and coordinate preparation of operating entity ancillary tax returns including sales and use, commercial rent, independent contractor (Form 1099)
• Assist with transfer pricing analysis
• Prepare and review vendor Forms W-8/W-9’s
• Prepare communications in response to notices from federal and state & local tax authorities
• Assist with preparation of responses related to federal and state & local tax examinations
• Conduct foreign, federal, and state and local tax research as required and prepare memorandum supporting conclusions
• Maintain tax basis fixed asset ledgers
• Prepare quarterly and annual tax provision computations and accompanying financial statement footnotes
• Assist with tax team automation initiatives and special projects

Qualifications:

• Bachelor’s degree in Accounting or Taxation, CPA required
• Minimum 4 years of tax compliance experience (public and/or private), with a focus on investment & operating partnerships and/or corporate tax compliance
• Domestic and international experience, exposure to multiple entity structures a plus
• Strong Excel skills
• Workday experience a plus