Senior Tax Accountant

Northbound Executive Search; New York (NY); On-site; USD 120,000 - 135,000; Full time

Job summary

Northbound Executive Search seeks a Senior Tax Accountant for our client in Midtown Manhattan. The role focuses on partnership tax for hedge funds and private equity funds, with responsibilities spanning review, planning, and coordinating tax filings.

CPA is preferred and 2–5 years of relevant experience is required. The position involves preparing and reviewing federal and state tax returns, K-1s, 1065s, and related tax reporting, along with forecasting and tax allocations per partnership

Qualifications

• 2–5 years of experience in partnership tax.
• Experience in tax compliance review.
• Experience focused on credit and distressed debt securities.

Responsibilities

• Review hedge fund and private equity funds
• Plan and strategize for a complex group of hedge funds and Private Equity funds, including the coordination of all tax filings and yearly tax work with the outsourced accounting firm
• Review K-1s, 1065s, 8865s and partnership tax returns, review M-1 tax adjustments
• Communicate with firm’s finance and tax departments on tax needs and adjustments
• Significant tax compliance responsibilities for hedge fund and private equity funds
• Analyze, review and prepare all tax allocations per the partnership agreement
• Prepare tax estimates and forecasts

Skills

Partnership tax

Tax compliance review

Credit & distressed debt securities

Education

CPA preferred

Job description

Our client, a well established and highly regarded alternative investment firm in Midtown, NY, is looking to add a senior tax accountant to their team in preparation for busy season. This candidate will be responsible for preparation and review of all federal and state tax return and reporting forms, including K-1, 1065, 1120, 1042, PFIC statements, amongst others.

Job Responsibilities:

• Review hedge fund and private equity funds
• Plan and strategize for a complex group of hedge funds and Private Equity funds, including the coordination of all tax filings and yearly tax work with the outsourced accounting firm
• Review K-1s, 1065s, 8865s and partnership tax returns, review M-1 tax adjustments
• Communicate with firm’s finance and tax departments on tax needs and adjustments
• Significant tax compliance responsibilities for hedge fund and private equity funds
• Analyze, review and prepare all tax allocations per the partnership agreement
• Prepare tax estimates and forecasts

Job Requirements:

• At least 2-5 years of experience in partnership tax
• Previous experience in tax compliance review
• Previous experience focused in credit and distressed debt securities
• CPA license is preferred
• Well rounded and enthusiastic characteristics

Compensation:

• $120,000 – $135,000