Hedge and Private Equity Firm

Tax Associate, New York, NY

Tax Associate (New York, NY): Our client, one of the most successful hedge and private equity firms with over $20B in AUM, is seeking a tax professional to join their growing team.  The firm prides itself on a team-based culture with a focus on “breeding from within” to promote the professional development of its employees.  This is an exceptional opportunity for a tax professional to join a prestigious fund’s lean tax team in a diverse capacity. 


Key Points:

·      Firm is extremely stable with very low turnover

·      Company fosters the internal promotion of their employees

·      The tax team interacts with every group internally and this individual will have access to the most senior individuals within the organization offering visibility

·      Team is collaborative and supportive of each other


·      Assess and review necessary tax adjustments (wash sales, constructive sales, market discount, outside K-1 pick-ups); answer tax notices from federal and state tax agencies

·      Review partnership allocations and K-1s prepared by the firm’s outside accounting firm; assist in preparing FATCA and CRS reports for various jurisdictions 

·      Review partnership and corporate, federal and SALT tax returns prepared by outside accounting firm; conduct tax work on domestic/offshore special purpose vehicles

·      Prepare tax estimates for outside investors; prepare withholding forms (W-9s and W-8s) for multiple entities and prepare ad-hoc projects as needed


·      3-5 years of experience working in a public accounting or asset management firm; bachelor’s degree in Accounting or Taxation with relevant work experience

·      CPA preferred; working knowledge of the tax code and tax regulations

·      Strong written and verbal communication skills; extremely detail oriented and adaptable with a positive mindset

Job Reference #: 1344

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