Join a well-established and highly respected private equity investment firm in NYC! With a lean but sophisticated team overseeing a large and complex platform, this is an opportunity to make a meaningful impact in a fast-paced environment.
The Senior Tax Associate will play a key role in supporting partnership tax compliance and reporting across multiple entities. This position is ideal for a tax professional who enjoys detailed analysis, cross-functional coordination, and taking ownership of critical tax processes and deadlines.
Responsibilities:
• Analyze financial and tax information and prepare supporting workpapers for returns and related tax reporting across investment entities
• Review K-1 and K-3 packages thoroughly prior to release to investors, partners, and employees
• Partner with outside tax advisors and fund administrators on U.S. federal, state, and international filings, including various information returns
• Oversee tax calendars, filing requirements, and payment deadlines to help ensure timely and accurate submissions
• Assist with regulatory reporting and compliance filings such as FBAR, FATCA, CRS, and related annual submissions
• Support investor and employee tax reporting processes, including document distribution and maintenance of key tax and demographic data
• Help strengthen internal tax procedures and respond to inquiries from stakeholders, limited partners, and tax authorities
For immediate consideration please contact Alex.Muzaurieta@roberthalf.
Requirements
· Bachelor’s degree in Accounting, Finance, or a related discipline
· Approximately 3+ years of experience in private equity partnership tax, ideally with public accounting or large firm training
· Strong knowledge of private equity fund structures and associated tax considerations
· CPA required
· Sharp analytical thinking, sound judgment, and a solutions-oriented mindset
· Professional communication skills, discretion with sensitive information, and the ability to work effectively with internal teams and external partners
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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