Tax Finance Professional

  • Location: New York, NY
  • Type: Perm (Contingency)
  • Job #33060
  • Salary: $135,000.00

Tax Finance Professional
Compensation: $135,000 – $165,000 + bonus
Location: New York City, NY

The Atlantic Group is representing a global team of investment managers with over 30 years of expertise in private equity, credit, and real estate. This role will be responsible for all income tax matters related to tax compliance and reporting, working closely with the tax team, finance team, and broader Tax Finance group.

• Manage tax matters for the Securitized Products platform
• Develop relevant tax processes within the SP Platform
• Assist with preparation of supporting schedules, workpapers, and investor reporting
• Analyze and review book-tax M1 adjustments, partnership agreements, and partners' tax allocations
• Coordinate review and analysis of portfolio companies for multi-state and international tax implications
• Assist with investment-related tax research and planning
• Review and assist in resolution of U.S. federal, state, and local tax notices
• Calculate and coordinate tax payments/refunds for U.S. federal, state, and foreign income tax reporting/withholding
• Manage tracking/scoping of legal entities and maintain annual tax calendar
• Prepare various quarterly management tax reporting packages 
• Assist in managing internal tax documentation

• 7+ years of proven experience in public accounting or applicable private industry
• CPA or graduate degree (e.g., MST) preferred
• Partnership and corporate tax return preparation experience required, focused on tax reporting/compliance within credit/debt capital markets industries for structured products origination and securitization
• Experience with tax technology solutions (e.g., partnership tiering technology used by larger accounting firms)
• Excellent organizational and interpersonal skills
• Collaborative team player able to work independently
• Forward-thinking and flexible with ability to balance multiple tasks simultaneously
• Strong attention to detail and ability to “run with” tasks to conclusion

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

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Job ID: 33060