Senior Tax Accountant

New York, NY

Our client is seeking a temporary Senior Tax Accountant located in NYC.



  • Advise portfolio managers on the most efficient inventory relief methods
  • Analyze partnership k-1s
  • Analyze tax implications related to corporate actions and complex securities
  • Liaise with external tax team and tax administrator during annual provision process
  • Oversee 1099 reporting process including foreign tax credit with transfer agent.
  • Oversee preparation and review of quarterly tax compliance
  • Review annual income tax provisions and year end distributions for mutual funds. Review tax adjustments related to wash sales, PFICs, REITs, partnerships, etc.
  • Work on ICI primary and secondary tax reports and disseminate to WSC, TPAs and brokers.



  • 851, 1099, re-allocations, and tax provision from the alternative asset management industry.
  • Public exp is preferred.


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 9/14/2017
Salary Open

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