Senior Associate – Tax (Alternative Assets)

IQ-EQ; New York (NY); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

4 weeks PTO

401(k) with company match

Health benefits

Hybrid work schedule

Job summary

IQ-EQ is seeking a Senior Associate - Tax (Alternative Assets) to work with a leading private equity client in New York. You will prepare and file federal, state, and local partnership returns, manage compliance tasks, and support multi-jurisdictional tax positions.

The role emphasizes client communication, efficiency, and accuracy, with onsite work three days a week and a hybrid-friendly environment. CPA or Master’s in Taxation preferred, with 3-5 years of federal tax experience.

Qualifications

• 3-5 years of progressive federal tax consulting and/or compliance experience.
• Bachelor’s degree in Accounting; CPA or Master’s in Taxation preferred.
• Demonstrated exceptional customer service and ability to build strong client relationships.
• Analytical, technical, and technology skills with proficiency in basic office software.
• Willing to work overtime to meet deadlines.

Responsibilities

• Prepare and file federal, state, and local partnership returns, extensions, and quarterly estimates, including foreign filings (5471, 8865, 8858, 8621, 926).
• Manage compliance tasks including 1099/1042 reporting, FBAR filings, FATCA (8966), and tax forms (W-8s/W-9s).
• Handle entity elections by preparing 8832s and calculate tax basis for partnership interests and PFICs.
• Collaborate with clients, maintain relationships, communicate engagement status, and resolve notices with tax authorities.
• Apply multi-state income tax planning and conduct tax research to support positions and timely compliance.

Skills

Client relationships

Analytical skills

Attention to detail

Customer service

Office software

Education

Bachelor's in Accounting

CPA or Master’s in Taxation preferred

Tools

Microsoft Office

Job description

Senior Associate - Tax (Alternative Assets)

Job Description

**This role will be working directly for one of our premiere clients; onsite at their NYC office three (3) days a week**

You will be working directly with a leading private equity firm in the alternative asset industryunder the guidance and direction from the Tax Director. You will be providing the following for clients in thealternative asset industry:

What you’ll do

• You’ll prepare and file federal, state, and local partnership tax returns, extensions, and quarterly estimates, along with foreign filings (5471, 8865, 8858, 8621, 926).
• You’ll manage compliance tasks including 1099/1042 reporting, FBAR filings, FATCA (8966), and tax certification forms (W-8s/W-9s).
• You’ll handle entity elections by preparing 8832s, calculating tax basis for partnership interests and PFICs, and performing quarterly REIT testing.
• You’ll collaborate with clients by maintaining strong relationships, communicating engagement status, and resolving notices with federal, state, and local jurisdictions.
• You’ll apply tax expertise through multi‑state income tax planning, performing tax research to support positions, and ensuring accurate, timely compliance.

What we offer

• IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance.
• Employees receive generous paid time off, including 4 weeks ofPTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility).
• Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.
• Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment.
• The salary for this position will be dependent on experience and location ($80,000 - $90,000).

Qualifications

• You have 3-5 years of progressive federal tax consulting and/or compliance experience, either in public accounting or at an alternative asset investment firm.
• You hold a bachelor’s degree in Accounting, with CPA or a master’s in Taxation preferred.
• You demonstrate exceptional customer service skills and the ability to build strong client relationships.
• You bring analytical, technical, and technology skills, with proficiency in basic office software and a high level of accuracy and attention to detail.
• You thrive in a fast-paced environment, willing to work overtime when needed to meet deadlines.

Additional information

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on our natural environment.

There is always more we can, and should do, to improve - whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We’re emotionally invested in our clients right from the beginning.

Company description

ABOUT IQ-EQ

Is a global investor services group with deep expertise in private markets. We support investment managers, asset owners and global businesses with the administration, compliance, governance, data and reporting that their structures depend on.

Across 25 jurisdictions, our 6,500+ professionals combine technical strength, connected technology and human understanding - the IQ and the EQ - to free clients from operational complexity and give them the peace of mind to focus on their core business activities.

Our IQ is our technical, regulatory and operational expertise, underpinned by data, technology and coordinated global delivery. Our EQ is our human partnership: understanding the business behind the numbers, the culture behind the structures and the individuals behind the screens.

With more than US$950 billion of assets under administration, our global client base includes 13 of the world's top 15 private equity firms* and 19 of the top 25 private debt firms**.

One relationship connects our clients to the right expertise as needs evolve, helping them move forward with clarity and confidence, wherever they operate.

To find out more about IQ-EQ visit iqeq.com