Role details

This position is now filled

Tax Associate- Multi Strategy Hedge Fund

New York   •  Permanent

Bullet points

  • Several billion dollars in AUM
  • Associate position within small tax group

About Our Client

Our client is a hedge fund that manages several billions in assets and is founded upon a multi-strategy investment approach. The firm runs on relatively low headcount and has a flat organizational structure.

Job Description

  • Coordinate with external service providers to ensure taxable income allocations and adjustments, tax estimates and K-1s for the firm's hedge funds and private equity funds
  • Prepare taxable income workpapers for general partner and management company entities
  • Research and document the tax treatment of corporate actions
  • Provide support with respect to the firm's domestic and international tax compliance obligations
  • Provide support to the investment team through such matters as the generation of tax lot holdings reports, portfolio analysis and preparation of tax optimization instructions
  • Provide support to other teams, including investor relations and fund accounting

The Successful Applicant

The ideal candidate will possess 3-5 years of experience of hedge fund or private equity tax compliance experience within a Big 4 firm or competing investment fund. CPA strongly preferred. Candidates must be strong communicators and self-starters, with an ability to present to and interact with senior leadership and finance executives. Strong attention to detail and thorough understanding of the tax compliance process is required.

What's on Offer

Competitive base and bonus.