Tax Compliance Specialist

2 days ago


New York, New York, United States iCapital Full time

Overview

">

iCapital is a leading financial technology platform that powers the world's alternative investment marketplace. With a strong presence in the industry, we offer innovative solutions for advisors, wealth management firms, asset managers, and banks.

Job Summary

We are seeking a skilled Tax Compliance Analyst or Associate to join our dynamic Fund Tax team. As a key member of the team, you will be responsible for providing essential support through various administrative tasks associated with federal and state tax reporting and filing for structured funds.

About the Role

This role presents a valuable opportunity to develop project management skills, acquire fundamental knowledge of federal and state taxation for structured funds, and play a key role in ensuring the efficiency and precision of our tax compliance operations.

Responsibilities

  • Support the internal Tax team in managing various tax-related correspondence from federal, state, local, and international sources.
  • Sort, scan, and log tax notices accurately and timely, ensuring all relevant information is captured and stored in our database.
  • Coordinate tax documentation between various providers.
  • Track and retrieve tax estimates, K-1s, State K1s, PFICs, and all tax documents for third-party preparers.
  • Create and maintain investment portal access for portfolio investments across multiple funds.
  • Manage mail, including return mail, creation and printing of mailing labels, and preparation of USPS certified mail receipts for tax-related correspondence, following postal regulations and standards.
  • Coordinate closely with fund finance teams to streamline the payment process, ensuring efficiency and compliance with financial regulations, and submit tax payments timely and accurately through both payment checks and/or online portals.
  • Monitor tax email distribution lists and email boxes to ensure timely responses to inquiries.
  • Develop and implement procedures to improve operational efficiency within the Tax Compliance team.
  • Assist in the preparation and review of tax compliance reports and documentation.

Qualifications

  • Bachelor's degree
  • Strong Excel skills
  • Comfortable learning new systems and technology
  • Willing to learn new topics and work in an evolving business environment
  • Organized, self-motivated, and detail-oriented with the ability to see the big picture
  • Passionate about being a part of our iCapital team and representing our company with integrity, dignity, and pride

Benefits

The base salary range for this role is $75,000 to $110,000. We offer a comprehensive compensation package that includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a generous benefits package that includes an employer matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off (PTO).

Work Environment

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.



  • New York, New York, United States Global Tax Management Full time

    About the RoleA Senior Tax Analyst is sought by Global Tax Management to contribute to the firm's Corporate Tax Division in NYC. This position requires expertise in corporate tax preparation, auditing, and leadership skills. The successful candidate will have a Bachelor's degree in accounting or a related field and 2+ years of experience in corporate...


  • New York, New York, United States Michael Page Full time

    Role SummaryThe Senior Tax Compliance Specialist will play a pivotal role in ensuring seamless tax compliance and planning for our client, a leading alternative asset management firm based in New York City.About the RoleThis is an exceptional opportunity to work with a global financial leader, leveraging your expertise in partnership tax compliance and...


  • New York, New York, United States ENGINEERINGUK Full time

    About this roleAs a Tax Compliance Specialist for Alternative Products, you will play a critical role in ensuring the tax compliance of BlackRock's infrastructure platform and carried interest partnerships. This position requires a highly organized individual with excellent communication skills and experience in tax accounting.Key...


  • New York, New York, United States Michael Page Full time

    About the RoleMichael Page is seeking a seasoned Tax Manager to join our team in New York City. As a key player in our five-person tax compliance function, you will be responsible for managing overall tax compliance and supporting tax planning initiatives.Key ResponsibilitiesManage tax compliance functions for all domestic and foreign tax filings across the...


  • New York, New York, United States Apollo Global Management Full time

    Role OverviewApollo Global Management is seeking a highly motivated Tax Associate to join our team. As a Tax Associate, you will play a critical role in assisting with the preparation of the income tax provision and tax compliance responsibilities for the Apollo management company entities.ResponsibilitiesPrepare quarterly and annual income tax provisions...


  • New York, New York, United States Michael Page Full time

    Job OverviewThe Tax Principal role is a critical position within our client's organization, responsible for overseeing all aspects of partnership tax compliance.Key Responsibilities:Compliance and Planning: Ensure timely and accurate filings, structure and plan tax strategies that enhance fund performance.Collaboration and Mentorship: Work closely with...


  • New York, New York, United States StubHub Full time

    Senior Tax Accountant Job DescriptionAbout Us: At StubHub, we're on a mission to redefine the live event experience. As the world's leading marketplace for buying and selling tickets, we connect fans with their favorite events and artists.Job Summary: We're seeking an experienced Senior Tax Accountant to join our team in New York, NY. This is a hybrid work...


  • New York, New York, United States Equiniti Full time

    About EquinitiEquiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6,000 employees, it supports 37 million people in 120 countries.The company offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and...


  • New York, New York, United States Global Tax Management Full time

    About the RoleThe Senior Tax Analyst will be responsible for reviewing and preparing complex corporate federal and state tax returns, as well as auditing quarterly estimated tax payments and extensions prepared by staff. This role will also involve assisting managers in monitoring workflow and deadlines, and serving as a leader and mentor to junior staff.Key...


  • New York, New York, United States JTH Tax LLC Full time

    The role of Tax Operations Manager at JTH Tax LLC involves overseeing the day-to-day operations of individual tax preparation offices. As a key member of our leadership team, you will be responsible for ensuring efficient operations, maintaining compliance, and delivering an exceptional customer experience.Key ResponsibilitiesOffice Operations Management:...


  • New York, New York, United States Andersen Tax Full time

    About the FirmAndersen is a global leader in tax, valuation, and business advisory services. Our firm offers a thrilling career expedition into the world of finance, providing clients with expert guidance on complex financial matters.Compensation PackageThe estimated salary range for this role is $145,000 to $248,200, depending on individual qualifications...


  • New York, New York, United States Eco-Tax, Inc Full time

    Job OverviewA CPA firm in Brooklyn is seeking a full-time tax accountant with at least 4 years of experience for immediate hire. The role involves staff development, tax return preparation (1040,1120S, 1120, and 1065), financial statement review, and tax planning. Additionally, the successful candidate will handle tax notices, consulting, and bookkeeping...


  • New York, New York, United States Efficient Energy Compliance LLC Full time

    Job OverviewEfficient Energy Compliance LLC is a leading provider of commissioning, retro-commissioning, energy auditing, and resiliency retrofits in the NYC area.


  • New York, New York, United States Anchin Full time

    About the PositionWe are seeking a highly skilled Tax Senior to join our Technology and Professional Services Group. As a Tax Senior, you will play a crucial role in providing tax advisory and compliance services to clients within the technology and professional services industries.Your responsibilities will include analyzing complex tax issues, developing...

  • Tax Specialist

    7 days ago


    New York, New York, United States Anchin Full time

    Job OverviewWe are seeking a skilled Tax Specialist to join our Financial Advisory team in New York, providing expert tax advisory and compliance services to clients across various industries.


  • New York, New York, United States Jobot Full time

    About UsMy client is a leading provider of administrative, tax compliance and consulting services to foreign companies and individuals operating in the American market. Their mission is to help foreign investors establish their business in the U.S. and support them during their growth and development.Why This Role?Competitive Salary: $85,000 per year,...


  • New York, New York, United States GreenLife Healthcare Staffing Full time

    Job Title: Healthcare Compliance Specialist">About GreenLife Healthcare StaffingWe are a leading healthcare staffing agency dedicated to providing high-quality nursing professionals to meet the needs of our clients.">Salary InformationThe estimated annual salary for this position is $65,000 - $80,000 per year, depending on experience and qualifications.">Job...


  • New York, New York, United States Michael Page Full time

    About the RoleWe are seeking a highly skilled Corporate Tax Specialist to join our team at a top law firm in New York City. The ideal candidate will have 3-6 years of experience in tax compliance, provision, structuring, and planning.Key ResponsibilitiesTax compliance and provision for the firm's clientsDeveloping and implementing tax structuring and...


  • New York, New York, United States BCForward Full time

    Job Opportunity: AML Compliance SpecialistWe are seeking a highly motivated AML Compliance Specialist to join our team in Brooklyn, NY.Salary Range: $28.00-$31.00 per hour (based on location, experience, and job responsibilities)About the RoleThe Anti-Money Laundering Investigations Screening Unit within the Global Financial Crimes Compliance department...


  • New York, New York, United States VetJobs Full time

    VetJobs is seeking a highly skilled Regulatory Compliance Specialist to join our team.OverviewThe Regulatory Compliance Specialist will work closely with various business units to ensure adherence to compliance management processes, including documentation, training, reporting, and follow-up. This role will support the Department Manager in Regulatory Intake...