Tax & Reporting Associate – Alternative Investments

Tax & Reporting Associate – Alternative Investments

Tax & Reporting Associate – Alternative Investments

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This range is provided by Atlas Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$120,000.00/yr - $155,000.00/yr

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An established $8-10B alternative credit investment manager is seeking a Tax & Reporting Associate to join its lean and collaborative Finance team. This is a unique opportunity to gain broad exposure across fund and management company tax work in a growing, credit-focused investment environment.

The Role

You will work closely with senior leadership on a wide variety of tax and reporting responsibilities, including:

• Preparing and maintaining management company and GP entity financial reporting
• Modeling and projecting taxable income in Excel
• Preparing fund tax estimates, foreign tax accruals, and ad hoc requests
• Supporting external auditors and coordinating with third-party providers
• Reviewing workpapers, returns, K-1s, and informational filings for fund entities and SPVs
• Assisting with U.S. state and local tax filings, withholding tax payments, and FBAR filings
• Growing into tax planning responsibilities as you progress in the role

What We’re Looking For

• 4–7 years of relevant experience in tax or management reporting (Big 4 or mix of public + in-house)
• Strong knowledge of partnership and corporate tax compliance; prior exposure to alternative investments is a plus (credit, hedge fund, or private equity)
• Excellent Excel and analytical skills; ability to handle complex structures and deadlines
• CPA preferred (or in progress)
• Strong communicator with the ability to work effectively in a small, high-performing team

Why Join?

• Broad exposure: management company/GP and fund-related work
• High visibility: Direct collaboration with senior tax leadership in a three-person team
• Culture: Collegial, team-oriented environment with an emphasis on both excellence and collaboration
• Compensation: Highly competitive base salary + discretionary bonus

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Investment Management, Financial Services, and Accounting

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Inferred from the description for this job

Medical insurance

401(k)

Vision insurance

Pension plan

Paid maternity leave

Paid paternity leave

Disability insurance

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