Overview
This role supports the management company tax function across a complex, multi-entity structure. The Senior Tax Accountant will serve as a key point of contact for external tax advisors, help manage tax compliance and planning, and contribute to scalable tax process improvements while collaborating with Finance, Legal, Accounting, Operations, HR, and senior leadership.
Responsibilities
- Act as the primary day-to-day point of contact for external tax advisors across federal, state, local, and international compliance matters; compile workpaper packages, manage open-item lists, and gather supporting information from Accounting, Legal, Operations, and HR
- Conduct a first-pass review of returns, K-1s, workpapers, and supporting schedules prepared by external advisors; summarize findings for Tax Manager review
- Prepare quarterly federal and state estimated tax calculations for entities, partners, and trusts; maintain payment trackers; reconcile payments against liabilities; coordinate processing and approvals with Finance and Treasury
- Maintain the tax compliance calendar and proactively manage filing deadlines across all entities, including business licenses, annual filings, registrations, and tax-authority notice management
- Prepare partner-facing tax reporting, estimate summaries, and reconciliations; support partner-level compliance coordination with partners and their personal tax advisors
- Support tax research, modeling, and planning, including entity classification, SALT/nexus, state partnership rules, special allocations, and strategic projects such as restructuring, international initiatives, and new business activities
- Improve tax processes through automation, documentation, and internal knowledge resources to drive consistency and reduce dependency on external advisors
Requirements
- 3–5 years of tax experience, preferably at a Big 4 or national accounting firm; CPA preferred
- Strong working knowledge of federal and state income tax compliance for partnerships (Form 1065), with corporate (Forms 1120) preferred; individual (Form 1040) and trust (Form 1041) experience is a plus
- Strong understanding of partnership taxation and related reporting
- Excellent attention to detail with the ability to manage multiple concurrent deadlines
- Prior hedge fund, asset management, financial services, or alternative investment experience preferred but not required
- Bachelor’s degree in Accounting, Finance, Tax, or a related field
Compensation & Benefits
- Compensation range: $95K - $130K
Location
Not specified