Responsibilities - Tax Associate (Private Equity):

• 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
• 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 - Tax Associate (Private Equity):

• 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