Tax Specialist- Financial Services- NYC

New York, New York Permanent USD190,000 - USD200,000 per year View Job Description
Excellent Tax Specialist opportunity at a growing financial services firm in NYC specializing in alternative investment research and portfolio advisory solutions to institutional investors. This role will include, but will not be limited to, leading the development and implementation of tax strategies for investments.
  • Growth Opportunity
  • Excellent Company Culture

About Our Client

My client is a well-known financial services firm based in NYC. They are a smaller and more collaborative tax team who goes into the office on a hybrid schedule (4x per week).

Job Description

Key Responsibilities:

  • Leading the development and implementation of tax strategies for investments
  • Evaluate and provide tax-related recommendations to the legal, compliance and investment teams
  • Coordinate with external tax advisers and counsel on deal and fund tax structuring
  • Perform a high level of tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions, filings and RIC 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 - 10 years of tax advisory experience, with a focus on alternative investments or asset management or 3 - 6 years of legal experience within a big law tax practice
  • Thorough knowledge of federal, state, and international tax law
  • In depth understanding of RIC regulations

What's on Offer

  • Competitive Base Salary / Bonus
  • Health/Vision/Dental insurance
  • Generous PTO and paid holidays
  • Excellent Benefits
  • 401k
  • Hybrid work environment- 4x/week in office
Contact
Kristin McDermott
Quote job ref
JN-012025-6634870

Job summary

Sector
Tax
Sub Sector
Tax In House
Industry
Financial Services
Location
New York
Contract Type
Permanent
Consultant name
Kristin McDermott
Job Reference
JN-012025-6634870