Finance Associate

Kimmeridge; New York (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

A leading alternative asset manager, Kimmeridge, is seeking a Tax Manager to oversee all tax matters, including funds and portfolio companies. This position offers a unique opportunity to work closely with partners on tax strategies and compliance while collaborating with third-party advisors.

Benefits

Health, dental, and vision insurance

401K benefits

Annual discretionary bonus based on performance

100% coverage of health/dental/vision insurance costs

Qualifications

• Minimum 3 years in investment management or financial services partnership taxation.
• Proactive and willing to work in the office 5 days a week.
• Strong understanding of private equity fund waterfalls.

Responsibilities

• Manage tax partnership workpapers, allocations, and filings.
• Prepare and manage tax projections for private equity funds.
• Identify tax planning opportunities for Kimmeridge Partners.

Skills

Problem-solving

Critical thinking

Decision-making

Written communication

Verbal communication

Project management

Education

Bachelor’s degree in accounting, finance, law, or related field

CPA license

Tools

Microsoft Excel

Job description

Kimmeridge is an alternative asset manager focused on the energy industry. Through its flagship private funds, public equity investments, and carbon investments, the firm aims to deliver reliable, low-cost energy with no net carbon footprint. Unlike traditional private equity firms, Kimmeridge invests directly in energy assets, leveraging in-house expertise in innovation, geological evaluation, land acquisition, and engineering. Founded in 2012, the firm is based in New York and Denver.

This position will be responsible for management and support of all tax matters at Kimmeridge, including portfolio companies, Funds, and Kimmeridge partners, in collaboration with third-party advisors and the Kimmeridge Finance team. The role involves working directly with portfolio companies, Fund managers, and Kimmeridge Partners on tax issues, reporting to the Head of Tax. It offers a unique tax experience with insights into management decisions and initiatives.

Responsibilities

1. Manage tax partnership workpapers, allocations, and filings for portfolio companies, private equity funds, general partnerships, management companies, and high-net-worth individuals.
2. Prepare and manage tax projections and planning for private equity funds and management companies.
3. Prepare and present quarterly reports for Kimmeridge Partners, providing guidance and insights on tax payments.
4. Identify and implement tax planning opportunities for Kimmeridge Partners.
5. Manage tax payments and filings for all Kimmeridge entities and Partners, in collaboration with third-party tax advisors.
6. Monitor changes in tax law and evaluate opportunities in collaboration with the investment, finance, and legal teams.
7. Support finance team initiatives and workstreams.

Skills and Qualifications

1. Bachelor’s degree in accounting, finance, law, or related field.
2. CPA license (or equivalent) required.
3. At least 3 years of investment management or financial services partnership taxation experience.
4. Experience with individual taxation is a plus.
5. Excellent Microsoft Excel skills.
6. Availability and willingness to work in the office 5 days a week.
7. Proactive attitude with problem-solving, critical thinking, and decision-making skills.
8. Thorough understanding of private equity fund waterfalls.
9. Strong written and verbal communication skills.
10. Effective project management skills to meet deadlines.

Salary: $120,000 - $150,000 per year

At Kimmeridge, our core values are Innovation, Integrity, and Teamwork. We foster diversity of thought, backgrounds, and experiences to develop creative strategies and achieve better outcomes. We are committed to environmental and social responsibility, as well as industry leadership in diversity and inclusion. All employees are eligible for health, dental, vision insurance, and 401K benefits from day one. The company covers 100% of health/dental/vision insurance costs. Employees are also eligible for an annual discretionary bonus based on performance.