Tax Associate

Job Description

FIRM OVERVIEW

This firm is one of the world’s leading private multi-asset alternative investment firms with an impressive number of assets under management that creates lasting impact for their investors, teams, businesses, and the communities in which we live. Since founding, they’ve applied their insight and experience to organically expand into several asset classes including private equity, credit, public equity, venture capital and real estate. They leverage their shared platform to capture cross-asset class opportunities in strategic areas of focus. With offices on four continents, their global team aligns their interests with those of their investors for lasting impact.

KEY RESPONSIBILITIES:

    • Provide general support to the Tax Department and act as main point of contact for a variety of projects

    • Handle, coordinate, and assist with various tax projects and tax compliance matters including preparation of tax return workpapers, responses to various tax notices and requests for information and participation with the tracking, compiling, and processing of tax returns to be filed annually

    • Create, develop, and maintain “best practices” in the Tax Department

    • Assist with quarterly income tax projections, including managing and maintaining a tax reporting system & database, including quarterly reporting, importing spreadsheets, coordination with outside accountants; maintain quarterly tax files; assist with year-end reconciliations & full year reporting

    • Assist with state income tax planning and projections for certain investments

    • Maintain Tax Department files related to income tax projections

QUALIFICATIONS:

    • Python and Reporting experience preferred

    • Willing to take on new and varied challenges in a busy, fast-paced environment

    • Capability to handle highly confidential & sensitive information

    • Motivated, detail-oriented, and organized – must provide flawless attention to details

    • Self-directed, independent, and proactive work ethic; dedicated team player with a strong sense of ownership

    • Strong problem solving skills

    • Able to prioritize and manage multiple time-sensitive and confidential projects; able to work under tight deadlines with high attention to detail

    • Strong spreadsheet abilities and thorough working knowledge of Excel required

    • Ability to work with various tax compliance & research tools/systems

    • Excellent written and verbal communication skills

    • Strong professional and academic achievement

REQUIRED EDUCATION

    • Bachelor’s degree in Accounting / Finance required

    • 1-4 years of relevant accounting experience

    • Solid professional with a desire to learn and become in involved in a wide variety of projects

Effective November 1, 2021, all new U.S. hires must be fully vaccinated against COVID-19 (e.g. 14 days past their final dose of the COVID-19 vaccine and if eligible, have received their COVID-19 booster) or have received a religious or medical exemption from the firm’s Human Resources team.

 

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