Senior Tax Associate

Pay
$120,000 - $150,000

Location
NYC - 4 days onsite, hybrid work arrangement

Summary
We are seeking a knowledgeable and detail-oriented Senior Tax Associate to support tax compliance and consulting functions. This role involves assisting senior leadership with federal, state/local, and international tax oversight, providing strategic tax advice to business partners, and collaborating with deal teams to optimize investment structure efficiency. The ideal candidate will have a strong background in investment taxation, a collaborative spirit, and the ability to independently manage tasks from start to finish in a fast-paced environment.

Requirements

• Bachelor's degree in a relevant field
• 4+ years of public or private investment taxation experience
• CPA preferred
• Strong experience with Mutual Funds/RIC compliance; BDC experience is a plus
• Knowledge of private credit and private equity fund taxation
• Proficiency in Microsoft Excel
• Highly organized, detail-oriented, and capable of working independently
• Excellent collaboration skills and ability to identify process improvements

Responsibilities

• Assist with federal, state, local, and international tax compliance oversight and correspondence with regulators
• Track and mail all tax filings at various jurisdictional levels
• Review quarterly tax provision calculations prepared by external vendors
• Review tax waterfall models and distributions in accordance with legal terms
• Oversee and coordinate tax compliance services provided by third-party providers
• Keep investors informed of tax reporting timelines and respond to inquiries
• Support the entity’s tax reporting obligations
• Work closely with finance, accounting, deal teams, and external vendors to ensure accuracy and compliance

Benefits

• Competitive bonus structure (exact figures provided upon offer)
• Opportunity to work in a dynamic, growth-oriented environment with exposure to international tax matters and investment structures