Tax Senior – Private Equity (Credit)

As a Tax Senior, you will be responsible for the following:
Investor Reporting & Deliverables

Reviewing investor tax deliverables including K-1s and K-3s.
Managing the preparation of 1042-S and 8805 forms for foreign investors.
Drafting quarterly LP tax estimate letters to provide transparency on projected tax liabilities.
Specialized Portfolio & Credit Analytics

Reviewing quarterly and year-end calculations for Original Issue Discount (OID), Market Discount, and Premium Amortization across large portfolios of bonds and mortgage pools to ensure accurate income reporting.
Entity Compliance & Filing Oversight

Reviewing federal and state partnership and corporate tax returns.
Managing the extension process across all partnerships, states, and withholding regimes.
Ensuring the accuracy of investor demographics and tax allocations.
REIT Compliance & Provisioning

Performing quarterly REIT compliance testing and income projections.
Overseeing the quarterly and year end tax provision process.
Ensuring all year-end REIT compliance procedures are executed.
Tax Operations & Treasury Management

Managing internal teams to obtain and analyze books and records across Funds and SPVs.
Calculating quarterly tax income estimates in-house.
Preparing and submitting federal and state tax payments for both corporate and partnership liabilities.
External Advisor & Project Management

Coordinating with Big Four tax preparers (PwC, EY, Deloitte).
Managing the flow of data to these firms; reviewing their work product for accuracy.
Leading year-end tax planning meetings to align on strategy and deadlines.
To be successful, these are the skills and experience you will need:
Minimum of 2 years of public / private tax accounting experience.
Undergraduate/Master’s degree in Accounting or Tax.
Strong attention to detail and strong organizational skills.
Proficiency in Microsoft Office (Word, Excel, PowerPoint).
Financial services or Hedge Fund experience preferred.
Team player and collaborator; excellent communications skills.
Must be motivated, organized, flexible, and proactive.
Must have CPA license or CPA exam parts passed.