Tax Senior Associate

1 week ago


New York, New York, United States IQ-EQ Full time
Job Overview

Company Overview:
IQEQ stands as a leading service provider within the alternative asset sector. Our firm collaborates with managers across various functions, including hedge fund and private equity fund launches, fund administration, advisory firm establishment, regulatory compliance, and operational support services. We are committed to delivering comprehensive solutions to our expanding client base.

Position Summary:

As a Tax Senior Associate, you will engage directly with prominent hedge fund and private equity firms in the alternative asset space, under the mentorship of the Tax Director. Your responsibilities will encompass:

  • Preparation and submission of federal, state, and local partnership tax returns, extensions, and quarterly estimates.
  • Review and preparation of international filings (5471, 8865, 8858, 8621, & 926).
  • Preparation of Form 8832 as necessary for tax classification elections.
  • Management of 1099 and 1042 reporting processes.
  • Oversight of FBAR filings.
  • Ensuring compliance with FATCA regulations.
  • Preparation of tax certification forms (W-8s and W-9) for both domestic and foreign entities.
  • Calculation of tax basis for partnership interests and PFICs.
  • Building relationships with client management and effectively communicating engagement status and challenges.
  • Extensive knowledge of various state and local tax regulations, including multi-state income tax planning and compliance.
  • Conducting tax research to substantiate positions taken on tax returns.
  • Performing quarterly REIT testing.
  • Corresponding with federal, state, and local tax authorities to address notices.
Qualifications:
  • 0-5 years of relevant federal tax consulting and/or compliance experience, ideally in public accounting or a blend of experience in alternative asset investment firms and public accounting.
  • Bachelor's degree in Accounting; Preferred: CPA, Master's in Taxation.
  • Proven track record of delivering exceptional client service.
  • Strong analytical, technical, and technological capabilities, with proficiency in standard office software.
  • Adept at thriving in a dynamic work environment.
  • Willingness to work additional hours to meet deadlines.
  • High degree of accuracy and meticulous attention to detail.
Compensation:

Salary is commensurate with experience and location, accompanied by a comprehensive benefits package.

#LI-Hybrid



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