Tax Associate – PE

New York, NY



  • Assist in management of external tax service providers to ensure accurate and timely delivery of tax compliance and reporting outputs.
  • Preparation of supporting schedules to assist external accounting firms with the preparation of tax estimates, schedule K-1s, and tax returns.
  • Analyze and review book-tax M1 adjustments, partnership agreements, and partners’ tax allocations, including tax waterfalls.
  • Assist in review of quarterly and yearly tax estimates including annual K-1s and tax returns for the fund vehicles and GP carry vehicles.
  • Coordinate and interact with external tax service providers to review and analyze portfolio companies including (i) U.S. partnerships and corporations performing business in multiple states and foreign jurisdictions and (ii) passive foreign investment companies (PFICs) and controlled foreign corporations (CFCs)
  • Assist with tax research and planning for acquisitions, dispositions, and reorganizations relating to foreign and domestic investments.
  • Prepare foreign partner US tax withholding calculations prior to applicable distributions.
  • Respond to requests for information between the various groups within the organization such as investor relations, marketing, finance, and legal.
  • Review and assist in resolution of federal, state and local tax notices.
  • Assist in preparation of fund (partnership) level corporate provision calculations for financial statement reporting purposes.
  • Calculate & coordinate tax payments/refunds for federal and state income tax reporting/withholding with finance teams.
  • Tracking/scoping of legal entities and maintenance of annual tax calendar to ensure completion of all relevant filings.
  • Preparation of various quarterly management reporting packages for the global platform.




  • 2 to 4 years of experience at either Public Accounting (Big 4 preferred) or applicable private industry.
  • CPA or graduate degree (e.g., MST) preferred.
  • Partnership and Corporate tax return preparation experience required with a focus on tax reporting/compliance for an asset management firm.
  • Experience with tax technology solutions (e.g., partnership tiering technology used by the larger accounting firms).
  • Individual must be collaborative to effectively team/liaise with colleagues as well as able to work independently.
  • Excellent organizational skills and interpersonal skills is important.
  • Role requires individual to be nimble and flexible to balance multiple tasks simultaneously and to have the ability to take on a task and “run with it” to conclusion.






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 12/17/2020
Salary $100,000 - $110,000 + bonus

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