Associate- Tax (Alternative Assets)

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. 

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.              

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. 

We’re driven by our Group purpose, to power people and possibilities. 

You will be working directly with leading hedge fund and private equity firms in the alternative asset industry 
under the guidance and direction from the Tax Director. You will be providing the following for clients in the 
alternative asset industry:

• Prepare and file federal, state, and local partnership tax returns, extensions, and quarterly estimates.
• Prepare and review of foreign filings (5471, 8865, 8858, 8621, & 926).
• Preparation of 8832s as needed to elect tax classification for various entities.
• Prepare and manage 1099 and 1042 reporting.
• Prepare and manage FBAR filings.
• Prepare and manage FATCA compliance (8966).
• Prepare and manage tax certification forms (W-8s and W-9) for domestic and foreign entities.
• Prepare tax basis calculations for partnership interests and PFICs.
• Develop relationship with client management and communicate engagement status and issues effectively and timely.
• Considerable knowledge of a variety of state and local tax laws, including multi-state income tax planning and compliance.
• Perform tax research as needed to support tax positions to be taken on the tax returns.
• Perform quarterly REIT testing.
• Correspond with federal, state and local taxing jurisdiction to resolve notices.

• 0-5 years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of experience at an alternative asset investment firm and public accounting experience
• Bachelor's degree in Accounting, Preferred: CPA, Masters in Taxation
• Demonstrated experience in providing exceptional customer service
• Analytical, technical, and technology skills with proficiency in basic office software
• Enjoy working in a fast-paced environment
• Ability to work overtime to meet deadlines
• High level of accuracy and attention to detail

Salary based on experience and location ($65,000-$75,000) and full benefits package offered.

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OUR COMMITMENT TO YOU AND THE ENVIRONMENT 

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.  

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. 

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.  

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.