A research-intensive investment firm deploying capital across public and private markets on behalf of endowments, foundations, family offices and pensions, is hiring a Tax Associate to join a lean team. This is a broad-exposure seat spanning both hedge fund and private equity structures, working closely with the CFO, operations, and fund accounting teams in a compliance-heavy role that also touches tax planning and trade efficiency.
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What you'll do:
- Review and coordinate federal, state, and international tax compliance for investment funds, management entities, and related vehicles
- Review partnership tax returns, K-1s, tax workpapers, investor reporting, and supporting schedules
- Analyze tax treatment of complex investments — private equity, hedge fund strategies, derivatives, structured products, credit, and pass-through entities
- Evaluate new investments from a tax perspective, including entity and transaction structuring
- Partner with external tax advisors and internal investment, legal, accounting, and operations teams on compliance and transaction matters
- Support tax due diligence on acquisitions, dispositions, restructurings, and other significant transactions
- Monitor tax developments and assess their impact on the firm's investment activities and fund structures
- Assist with investor tax reporting and respond to tax questions from internal stakeholders and investors
- Review tax provisions in deal documentation and flag issues for escalation
What we're looking for:
- 4–7 years of tax experience, ideally Big 4 tax manager-level or a strong combo background; PwC experience is a plus
- Solid grounding in a combination of wash sales, straddles, and hedge fund taxation; fund allocation experience is a plus
Senior Tax Associate in new york at Unknown Company
This position is listed as full time and onsite.