Senior Associate | PE | Tax
abacus groupGlens Falls, NY
About the role
Our client is a financial services firm. They seek a Senior Associate to join their Manhattan, NY office.
Responsibilities:
- Analyze financial and tax information and prepare supporting schedules for fund, investment, and corporate tax reporting
- Review investor tax reporting packages for accuracy and completeness before distribution
- Coordinate with external tax advisors on federal, state, and international tax filings and related compliance matters
- Monitor tax deadlines, required filings, and payment obligations to ensure timely completion
- Maintain tax basis records across individual investors and related entities
- Calculate preliminary tax estimates and applicable entity-level tax payments
- Review annual international tax and information reporting requirements for accuracy and completeness
- Manage investor tax package distribution and maintain accurate investor demographic and tax documentation
- Support the development and documentation of tax policies, procedures, and internal controls
- Respond to tax inquiries, regulatory notices, audits, and investor information requests in coordination with internal and external stakeholders
Requirements:
- 5-7 years of PE tax experience
- Big 4 or National experience preferred
- Asset management or alternative investment experience
- Excellent communication skills
- Detail-oriented and highly analytical
- CPA preferred
- JobID: 48477
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JOB OVERVIEW
Experience level
Senior
Location
Glens Falls, NY
Occupation
Accountants and Auditors
Industry
Other Accounting Services
Posted
3 days ago
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