Tax Specialist in Private Equity

2 weeks ago


New York, New York, United States Northbound Search Full time
Job Overview

Position Summary - Tax Associate (Private Equity):

The Tax Associate will play a crucial role in managing tax responsibilities for a diverse portfolio of hedge funds and private equity entities. This position requires a thorough understanding of tax compliance and strategic planning to ensure all tax obligations are met efficiently.

Key Responsibilities:

  • Conduct comprehensive reviews of hedge fund and private equity fund structures.
  • Develop and implement tax strategies for a complex array of investment funds, ensuring all tax filings and annual tax tasks are coordinated with external accounting partners.
  • Analyze and review K-1 forms, 1065 filings, and partnership tax returns, including M-1 tax adjustments.
  • Collaborate with internal finance and tax teams to address tax-related inquiries and necessary adjustments.
  • Manage significant tax compliance obligations for hedge fund and private equity portfolios.

Qualifications:

  • A minimum of five years of experience in public accounting, ideally at a tax manager level or higher.
  • Strong background in investment management taxation.
  • Proficient understanding of partnership taxation and corporate blockers.
  • Experience in preparing and reviewing tax allocations, including tax waterfalls and aggregate allocations for open-ended funds.
  • Extensive experience in tax compliance review, including federal and state tax returns and K-1 forms.
  • CPA certification is highly regarded.
  • Excellent communication skills are essential, as the role involves interaction with senior management.

  • Tax Specialist

    7 days ago


    New York, New York, United States Northbound Search Full time

    Job OverviewPosition: Tax Specialist (Private Equity)As a Tax Specialist focusing on Private Equity, you will play a crucial role in managing the tax obligations of hedge funds and private equity entities. Your expertise will be essential in ensuring compliance and optimizing tax strategies.Key Responsibilities:Conduct thorough reviews of hedge fund and...


  • New York, New York, United States Private Equity Firm Full time

    Executive AssistantA boutique, Midtown Private Equity firm seeks an experienced Administrative Professional to join their team. This administrative professional will support a Partner, Managing Director and their team.Key Responsibilities:Calendar managementTravel coordinationExpense reportingAid executive and team in preparing for meetingsResponding to...


  • New York, New York, United States Private Equity Megafund Full time

    About the RoleWe are seeking a highly experienced and skilled Portfolio Operations Director to join our team at a prominent Private Equity Mega Fund based in New York. As a key member of our investment team, you will play a pivotal role in driving value creation and operational optimization within our extensive investment portfolio.Key...

  • Tax Consultant

    7 days ago


    New York, New York, United States Northbound Search Full time

    Job OverviewPosition Summary - Tax Consultant (Private Equity):Conduct thorough reviews of Hedge Fund and Private Equity investment structures.Develop and implement strategies for a diverse portfolio of hedge funds and Private Equity entities, ensuring seamless coordination of all tax submissions and annual tax obligations with external accounting...


  • New York, New York, United States Neuberger Berman Group LLC Full time

    About the RoleWe are seeking a highly skilled Private Equity Associate to join our team at Neuberger Berman Group LLC. As a Private Equity Associate, you will play a key role in supporting our investment activities and working closely with our investment team to identify and evaluate investment opportunities.Key ResponsibilitiesInvestment Planning and...


  • New York, New York, United States Private Equity Firm Full time

    Administrative Support SpecialistA boutique, Midtown Private Equity firm seeks an experienced Administrative Support Specialist to join their team. This administrative professional will support a Partner, Managing Director and their team.Key Responsibilities:Calendar managementTravel coordinationExpense reportingAid executive and team in preparing for...

  • Tax Partner

    2 days ago


    New York, New York, United States EisnerAmper Full time

    About the RoleWe are seeking a highly experienced Tax Partner to join our Real Estate Private Equity team at EisnerAmper. As a key member of our team, you will be responsible for providing expert tax advice to our clients and driving business growth through new business opportunities and thought leadership initiatives.Key ResponsibilitiesPerform...

  • Tax Specialist

    2 days ago


    New York, New York, United States Arch Full time

    Job DescriptionArch is a leading financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.We are seeking a highly skilled Tax Specialist to join our Data Operations team. As a Tax Specialist, you will play a pivotal role in providing...


  • New York, New York, United States Macquarie Global Services Full time

    About the RoleWe are seeking a highly skilled Private Equity Investment Manager to join our team at Macquarie Global Services. As a key member of our investment team, you will be responsible for supporting business plan development and overall due diligence workstreams, including overseeing advisors and driving transaction workplans.Key ResponsibilitiesDrive...


  • New York, New York, United States SS&C Full time

    Job SummarySS&C is a leading global provider of investment and financial services and software for the financial services and healthcare industries. As an Associate Manager, Private Equity Accounting Specialist, you will play a key role in supporting the Private Markets business management, new business development, and existing client relationships.Key...


  • New York, New York, United States The Ladders Full time

    Company Overview: The Ladders is a prominent global investment management firm, overseeing substantial assets across various investment strategies. Our private investment division specializes in private markets, managing significant client commitments and fostering growth through tailored investment solutions. Our investment approach encompasses: Primary...


  • New York, New York, United States The Ladders Full time

    Company Overview: The Ladders is a premier employee-owned global investment management firm with a substantial portfolio under management. Our private investment division is a prominent and expanding participant in private markets, overseeing significant client commitments since inception. We have a robust presence in managing customized investment programs...


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

    Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Senior Tax Manager

    2 days ago


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

    About the RoleWe are seeking a highly skilled Senior Tax Manager to join our Private Client Services (PCS) practice at Andersen Tax. As a Senior Tax Manager, you will play a key role in overseeing multiple engagement teams for a wide range of sophisticated clients, including high net worth individuals, family offices, and owner-operated businesses.Key...


  • New York, New York, United States Gen II Fund Services Full time

    Job SummaryGen II Fund Services, LLC is seeking a highly skilled Senior Fund Accountant to join our team. As a Senior Fund Accountant, you will be responsible for providing accounting services, including preparation and processing of transactions and financial statements with supporting schedules and work papers.Key ResponsibilitiesFinancial Statement...


  • New York, New York, United States Private Equity Firm Full time

    Executive AssistantA boutique, Midtown Private Equity firm seeks an experienced Administrative Support Specialist to join their team. This administrative professional will support a Partner, Managing Director and their team in a dynamic and collaborative environment.Key Responsibilities:Administrative Support:Calendar management and schedulingTravel...


  • New York, New York, United States East West Bank Full time

    About the RoleEast West Bank is seeking a highly skilled and experienced Private Equity Relationship Manager to join our Private Equity business in the Eastern U.S. This individual will work closely with our Managing Director and other relationship team members to source new business, structure and underwrite loans, and manage relationships with a variety of...


  • New York, New York, United States IQ-EQ Full time

    Job Title: Private Equity and Hedge Fund Assistant**About the Role**We are seeking a highly skilled and experienced Associate Director to join our team at IQ-EQ. As a Private Equity and Hedge Fund Assistant, you will play a critical role in supporting our clients in the alternative asset industry.**Key Responsibilities****Client Support**: Provide...


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

    About the RoleWe are seeking a highly skilled and experienced Private Equity/Mergers and Acquisitions Associate to join our dynamic and busy corporate group in New York.Key ResponsibilitiesAdvise private equity/institutional clients and their portfolio companies on buyout transactions, co-investment, joint venture and co-sponsor transactions and add-on...


  • New York, New York, United States Northbound Search Full time

    Northbound Search is representing a distinguished Private Equity Fund in their search for a Financial Manager to oversee the comprehensive management of their middle-market private equity funds. This organization is recognized as a frontrunner in the industry, offering a collaborative environment where you will engage with various functional teams, including...