Tax Associate

Must have either: Worked for a Hedge Fund OR worked for a Big 4 firm servicing Hedge Fund Clients

Primary Responsibilities and Requirements

 

The Tax Senior Associate position will have primary tax responsibility for partnership tax services for the firm and fund.  This will entail close cooperation with outside fund administrator in preparation of monthly tax allocations; primary tax contact with Fund and Firm COO’s and management  of all tax compliance responsibilities.  The candidate should have a strong background in taxation of partnerships and securities; solid written and verbal communications skills, outstanding organizational skills and a proven ability to multi-task.

 

Specific Responsibilities

 

Review Federal and state tax returns for a multitude and variety of tax entities

 

Assist in projections, tax estimates for fund firm and principals

 

Monitor the Funds deadlines and assignments and inform supervisor of pending target or statutory compliance deadlines

 

Liaison with the Tax Manager to obtain necessary data to complete assigned work, discuss tax issues and work on

 

Work closely with outside tax preparers for timely filing of extensions,

 

Establish contacts and work closely with third party joint venture partners and /or tax preparers

 

Support Tax Manager with various administrative and research projects

 

Support Tax Manager with various administrative projects and research projects

 

Be able to utilize tax research tools including on-line tax research software

 

Review complex tax returns and partnership allocations

 

Review federal/state partnership, corporate and composite tax returns  

 

Liaison with investor relations group for investor tax questions and issues

 

Work closely with legal group for entity registration, application for EIN’s state filing requirements, etc.