Senior Fund Accountant, Private Equity

Atlas Search; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Atlas Search, a leading private investment firm, is seeking a Tax & Fund Operations Associate to support tax operations, fund structuring, investor reporting, and process improvements.

You will analyze tax data, manage K-1/K-3 reviews, collaborate with external advisors on FATCA, CRS, and international filings, and help maintain tax databases.

The role offers exposure beyond compliance within a high-performance culture.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3–6 years of experience in private equity or partnership tax.
• Solid understanding of private equity fund structures and related tax issues.

Responsibilities

• Analyze tax data to support filings for Funds, Co-Investment vehicles, GPs, and the Management Company
• Manage the full review cycle for K-1s and K-3s, ensuring accuracy and timely distribution
• Collaborate with external tax advisors on federal, state, and international filings (e.g., 5471, 926, 8865, 8621)
• Oversee preparation of tax estimates and PTET payments
• Monitor international reporting requirements including FATCA, FBAR, and CRS
• Maintain and enhance internal databases tracking tax basis, investor classifications, and demographic information

Skills

Tax analysis

K-1/K-3 review

Tax compliance

FATCA/FBAR/CRS

Data management

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA or MST preferred

Job description

Leading private investment firm, with over $15 billion AUM and a four-decade track record, invests across healthcare and technology and is currently deploying capital from its latest multi-billion-dollar fund. The firm operates with a lean team of approximately 100 professionals and emphasizes a collaborative, high-performance culture.

The firm is seeking a Tax & Fund Operations Associate who brings strong technical tax skills and a desire to broaden their exposure beyond compliance. This individual will play a key role in supporting the firm’s finance function, contributing to tax operations, fund structuring, investor reporting, and strategic process improvements.

Key Responsibilities:

• Analyze financial and tax data to support filings across Funds, Co-Investment vehicles, General Partners, and the Management Company
• Manage the full review cycle for K-1s and K-3s, ensuring accuracy and timely distribution to investors and employees
• Collaborate with external tax advisors on federal, state, and international tax filings, including complex disclosure forms ("e.g., 5471, 926, 8865, 8621")
• Oversee the preparation of tax estimates and payments, including passthrough entity tax (PTET) payments
• Monitor and support compliance with international reporting requirements, including FATCA, FBAR, and CRS
• Maintain and enhance internal databases tracking tax basis, investor classifications, and demographic information

Candidate Profile:

• Bachelor’s degree in Accounting, Finance, or related field; CPA or MST preferred
• 3–6 years of experience in private equity or partnership tax (public accounting or in-house)
• Solid understanding of private equity fund structures and related tax issues