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Base pay range

$175,000.00/yr - $225,000.00/yr

My client is a Global Investment Firm with Hedge Fund and Private Equity Investments

Job Description:

Position Overview: We are seeking an experienced tax professional to manage hedge fund and private equity tax compliance. The ideal candidate will have an in-depth understanding of international, federal, and state/local taxation across various alternative investment fund structures.

This position reports to the Head of Tax Compliance and will involve a range of responsibilities, including:

Key Responsibilities:

• Oversee the review of complex tax allocations and securities adjustments for hedge and private equity funds, such as 704(c)/(b) allocations, private equity tax waterfalls, stuffing, wash sales, constructive sales, qualified dividend analysis, 1233 adjustments, straddles, 1256 contracts, swaps, flow-through K-1s, and UBTI.
• Review international, federal, and state/local tax returns for partnerships, corporations, and composites.
• Review and/or prepare investor tax estimates and additional tax reporting, including PTET.
• Manage foreign and domestic SPV tax accruals, projections, and estimates.
• Review regulatory filings including FBAR, CbCR, FATCA, and CRS.
• Ensure timely responses to federal and state tax notices and manage correspondence.
• Maintain accurate records of tax payments and refunds.
• Collaborate with accounting and external vendors to improve information flow and streamline processes.

Qualifications: The ideal candidate will have:

• 8+ years of tax experience in public accounting or a similar role, with a focus on hedge funds/private equity.
• A strong desire to continuously learn, embrace challenges, and seek feedback for improvement.
• Proven ability to prioritize tasks, manage multiple deadlines, and communicate effectively about plans and deliverables.
• A commitment to developing best practices, recognizing the need for ongoing process evolution.
• Excellent interpersonal and communication skills, with the ability to confidently engage both internal teams and external stakeholders.
• A demonstrated ability to implement quality control measures and ensure confidentiality of sensitive information.
• Strong analytical and problem-solving skills, with an eye for identifying issues and discrepancies.
• A highly organized, results-driven approach to managing projects.
• Proficiency in Excel and a drive to leverage systems to maximize efficiency.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting/Auditing