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Tax Manager / Assistant Vice President, Investment Firm, New York

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About The Opportunity

A widely recognized investment firm located in New York City is seeking a dynamic and experienced accounting professional for a promising opportunity on their staff as a Tax Manager / Assistant Vice President. In this role, the Tax Manager / Assistant Vice President will provide domestic and international tax compliance and reporting support, as well as help implement best practices for compliance and reporting. Apply today!


Investment Firm


The Tax Manager / Assistant Vice President will:

Perform and review tax allocations of partnership income
Perform and review tax provisions for blocker corporations
Compile and review tax data for federal and multi-state tax return and schedule K-1 preparation
Identify and perform/review states withholding tax requirements relating to state income allocation to nonresident recipients
Gather and analyze financial information from underlying portfolio companies for purposes of US filings
Identify and perform/review US withholding tax requirements relating to income allocations to foreign and tax-exempt recipients
Review of FATCA and CRS reporting
Respond to tax authority requests and notices
Assist with the preparation of quarterly partner estimates


Undergraduate degree in Accounting, Finance, or Business-related field
5+ years of Big 4 tax experience in the alternative asset management industry
Relevant tax experience with a concentration in domestic partnerships
Excellent communication skills
Highly organized

Desired Skills

CPA or graduate degree
Private Equity or Investment Partnership
Corporate tax experience

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