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Alternative Investments Tax Manager, New York

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About The Opportunity

A premier financial services firm located in New York City is seeking a self-motivated and experienced accounting professional for a promising opportunity on their staff as an Alternative Investments Tax Manager. In this role, the Alternative Investments Tax Manager will lead and manage the tax compliance function for private commingled funds (hedge funds, hybrid funds, etc.), structured securitization vehicles (CLOs, aircraft financing deals, real estate financing), and SPVs. Apply today!


Financial Services Firm


The Alternative Investments Tax Manager will:

Assume full responsibility for all tax compliance administration and provide expert guidance on a broad range of tax compliance matters
Manage the tax service providers
Assume full responsibility for all partnership, corporations and other tax engagements
Review partner tax allocations, tax adjustments, Schedules K-1, and Forms 1065
Prepare and review tax estimates
Participate in tax planning and monitoring of book vs. tax return differences throughout the year
Ensure accurate completion of Schedules K-1 and tax filings by applicable deadlines
Prepare and review written responses to tax notices from various federal and state tax agencies


Accounting degree
Active CPA License
7+ years of Big 4 or combo Hedge Fund / PE Tax experience
5+ years of tax experience in the hedge fund/alternative investment industry
Strong technical tax knowledge in dealing with credit products (bank loans, bonds, ABS)
Comprehensive and broad based experience in federal and state tax law; substantive understanding of tax compliance and tax account matters
Demonstrated hands-on approach and success in working in a team-based environment
Managerial, supervisory and multitasking abilities
Excellent analytical and technical skills

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