Tax Finance Professional

Location: New York, New York, United States

Salary: $72,000–$115,000 annually, plus eligibility for a discretionary annual bonus.

Company

Alternative investment manager with businesses across private equity, credit, and real estate.

What you will do

• Manage day-to-day tax administration and develop tax processes for an investment platform.
• Coordinate external tax service providers and review tax compliance and investor reporting outputs, including tax estimates, Schedule K-1/K-2 forms, and tax returns.
• Analyze portfolio companies for multi-state and international tax implications and support investment-related tax research and planning.
• Coordinate with fund controllers and internal stakeholders to obtain financial data and respond to information requests.
• Review and help resolve U.S. federal, state, local, and foreign tax notices and audits, including coordinating tax payments and refunds.
• Track legal entities, maintain the annual tax calendar, prepare quarterly management tax reporting packages, and support special projects.

Requirements

• Four-year degree and CPA certification required.
• Partnership and corporate tax return preparation experience preferred.
• Strong organizational and interpersonal skills, with the ability to collaborate effectively and work independently.
• Ability to balance multiple priorities, adapt quickly, and take ownership of assignments through completion.

Nice to have

• MST or MBA.
• Regulated Investment Company experience.
• Experience with tax technology solutions, including partnership tiering technology.
• Experience with Alteryx, Power BI, Power Query, Power Automate, or other data visualization tools.

Culture & Benefits

• Work with global teams across investment, finance, legal, marketing, financial reporting, budgeting, and investor relations functions.
• Eligible for a discretionary annual bonus based on personal, team, and firm performance.
• Equal opportunity and affirmative action employment environment.