Senior Tax Analyst

About The CompanyOur client is a globally recognized investment management firm with a diversified, multi-strategy platform spanning a broad range of asset classes. The firm oversees substantial institutional capital and is distinguished by its disciplined investment philosophy, strong infrastructure, and highly collaborative culture.ResponsibilitiesManage the overall U.S. tax compliance process for various senior executive benefit program investment vehicles, generally treated as partnerships for U.S. tax purposesLiaise with various departments to gather and organize data required for U.S. tax compliance processPrepare and review quarterly estimate information and calculate tax distributionsPrepare and review quarterly and annual state pass-through entity tax (PTET) filings and paymentsAddress questions regarding the senior leadership benefit programs and investor tax reportingPartner with other members of the tax team and other departments to drive automation initiatives and improve tax compliance processesManage any tax audits for the employee investment entities and respond to inquiries and notices from tax authoritiesAssist with resolving complex technical tax issues, consulting with experts, and preparing well-synthesized findings to tax management teamParticipate in cross-functional projects to support operations, drive departmental excellence, and foster teamworkMonitor the changing tax landscape and assist with strategic tax planning initiativesAssist with broader U.S. tax compliance team processes and initiatives, including Schedule K-1 and U.S. income tax return processes as well as special projects associated with the firm’s investment funds and management entitiesRequirementsBachelor’s degree required3-6 years of relevant tax experience within public accounting and/or asset managementExperience interacting with clients a mustUnderstanding of partnership taxation, financial products, and their tax implicationsExperience working on Forms 1040 and family office tax matters a plusStrong technical proficiency with web applications and MS OfficeSalary Range$120,000-$180,000