Tax Specialist - Financial Services - NYC

New York, New York Permanent USD150,000 - USD175,000 per year Hybrid working View Job Description
The Tax Specialist will be responsible for leading tax reviews for primary and secondary fund investments, direct investments, and RICs (Regulated Investment Companies). This position will report directly to the General Counsel.
  • Exciting opportunity to join a growing organization
  • Hybrid Work Schedule

About Our Client

Our client is an alternative assets specialist, providing investment solutions for institutional investors globally. They are a growing team looking to hire a Tax Specialist.

Job Description

  • Develop and execute tax strategies for primary fund investments, secondary fund investments, and direct investments
  • Advise legal, compliance, and investment teams on fund structuring, offering actionable tax insights and recommendations
  • Collaborate with external tax advisers and legal counsel to ensure effective deal and fund tax structuring
  • Conduct in-depth tax research and oversee the preparation of RIC tax work papers, financial statement provisions, filings, and compliance tests
  • Serve as a point of contact for internal and external clients on tax-related matters

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

  • CPA or JD required
  • 5+ years of tax advisory experience, with a focus on alternative investments or asset management, OR 3+ years of legal experience within a Big Law tax practice
  • Detailed knowledge of federal, state, and international tax laws
  • Extensive expertise in RIC regulations
  • Strong technical expertise in investment tax compliance and strategy
  • Excellent leadership, communication, and problem-solving skills



What's on Offer

  • Competitive compensation package
  • Excellent benefits
  • Paid Time Off
  • Flexible hybrid work schedule
  • Opportunities for professional development
  • Be part of a collaborative work environment with a growing, innovative company
Contact
Olivia Matteo
Quote job ref
JN-012025-6633442

Job summary

Sector
Tax
Sub Sector
Tax In House
Industry
Financial Services
Location
New York
Contract Type
Permanent
Consultant name
Olivia Matteo
Job Reference
JN-012025-6633442
Job Nature
Hybrid working