Tax Senior (Alternative Asset Manager)

  • Competitive
  • New York, NY, USA New York NY US
  • Permanent, Full time
  • Northbound Executive Search
  • 30 Mar 18 2018-03-30

An Alternative Investment Management firm in New York, NY is seeking a Tax Senior to join their growing team! This individual will be reporting into the Head of Credit and Tax Compliance/Tax Director.  Responsibilities will include reviewing hedge funds for M-1 tax adjustments, tax income,  prepare State and Local Tax (SALT) documentation, recalculations, allocations, K-1s and tax returns. An understanding of credit investments and structured products is strongly preferred.

Responsibilities of Tax Senior:

  • Review hedge fund and Private Equity funds
  • Plan and strategize for a complex group of hedge funds and Private Equity funds, including the coordination of all tax filings and yearly tax work with the outsourced accounting firm
  • Review K-1s, 1065s, and partnership tax returns, review M-1 tax adjustments
  • Prepare state and Local Tax (SALT) documentation
  • Communicate with firm’s finance and tax departments on tax needs and adjustments
  • Significant tax compliance responsibilities for hedge fund and private equity funds


Requirements of Tax Senior:

  • Minimum of having reached a tax manager level in public accounting - or higher (at least five years of experience)
  • Background in investment management tax
  • An understanding of partnership tax, and corporate blockers
  • Experience preparing and reviewing tax allocations (tax waterfalls and open-ended fund aggregate allocations)
  • Heavy experience in tax compliance review (federal and state – reviews of K-1s and tax returns)
  • CPA is a big plus!
  • Strong communication is needed, as the individual will be communicating with senior management