Senior Tax Accountant

JCW Group; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

JCW Group seeks a Senior Tax Associate to support the Alternative Investments platform in New York, focusing on partnership taxation, investor reporting, and tax planning for funds across credit and real estate strategies.

You will review K-1s and K-3s for investors, prepare Forms 1042-S and 8805 for foreign investors, and collaborate with external advisors to ensure timely deliverables and accuracy.

Qualifications

• Bachelor's or Master's in Accounting, Tax, or related field.
• CPA license or progress toward it (minimum 3 sections passed).
• Experience with partnership taxation and investment funds preferred.

Responsibilities

• Review investor tax deliverables (K-1s, K-3s) and manage preparation of Forms 1042-S and 8805 for foreign investors
• Draft quarterly LP tax estimate letters and assist with projected tax liability calculations
• Review federal and state partnership returns; analyze books and records across funds and SPVs
• Coordinate with Big Four and other external advisors, managing information flow and reviewing work product
• Support year-end tax planning, deliverables, and deadlines across internal and external stakeholders
• Assist with investment-related tax research and special projects across the credit platform

Skills

Analytical skills

Communication skills

Excel proficiency

Tax research

Public accounting

Education

Bachelor's in Accounting

Master's in Accounting/Tax

Tools

Excel

Tax software

Word

PowerPoint

Job description

Senior Tax Associate - Alternative Investments

New York, NY

The Opportunity

We're partnering with a leading global alternative asset manager with a significant credit and real estate platform to hire a Tax Senior.

Responsibilities

• Review investor tax deliverables (K-1s, K-3s) and manage preparation of Forms 1042-S and 8805 for foreign investors
• Draft quarterly LP tax estimate letters and assist with projected tax liability calculations
• Review federal and state partnership returns; analyze books and records across funds and SPVs
• Coordinate with Big Four and other external advisors, managing information flow and reviewing work product
• Support year-end tax planning, deliverables, and deadlines across internal and external stakeholders
• Assist with investment-related tax research and special projects across the credit platform

Qualifications

• 2-4 years of tax experience in public accounting and/or financial services
• Bachelor's or Master's in Accounting, Tax, or related field
• Partnership taxation and investment fund experience; exposure to credit, hedge, PE, or real estate strategies preferred
• Familiarity with K-1s, K-3s, withholding, and investor reporting
• Strong analytical, organizational, and communication skills; proficiency in Excel, Word, and PowerPoint
• CPA license or progress toward it (minimum 3 sections passed)