Senior Tax Associate

Atlas Search; New York (NY); On-site; USD 110,000 - 165,000; Full time

Job summary

Atlas Search in New York is hiring a Tax Associate to join a lean team overseeing tax compliance for investment funds and related entities. You will coordinate federal, state, and international tax work, and support planning and reporting.

The role spans hedge fund and private equity structures, including wash sales and straddles, partnership returns, K-1s, and investor reporting. Collaboration with the CFO, fund accounting, and external advisors is essential.

Qualifications

• 4–7 years of tax experience, ideally Big 4 tax manager-level or a strong combo background
• Solid grounding in wash sales, straddles, and hedge fund taxation
• Fund allocation experience is a plus

Responsibilities

• Review and coordinate federal, state, and international tax compliance for investment funds, management entities, and related vehicles
• Review partnership tax returns, K-1s, tax workpapers, investor reporting, and supporting schedules
• Analyze tax treatment of complex investments - private equity, hedge fund strategies, derivatives, structured products, credit, and pass-through entities
• Evaluate new investments from a tax perspective, including entity and transaction structuring
• Partner with external tax advisors and internal investment, legal, accounting, and operations teams on compliance and transaction matters
• Support tax due diligence on acquisitions, dispositions, restructurings, and other significant transactions
• Monitor tax developments and assess their impact on the firm's investment activities and fund structures
• Assist with investor tax reporting and respond to tax questions from internal stakeholders and investors
• Review tax provisions in deal documentation and flag issues for escalation

Skills

Tax compliance

Partnership taxation

Wash sales

Straddles

Hedge fund taxation

K-1s & investor reporting

Job description

A research-intensive investment firm deploying capital across public and private markets on behalf of endowments, foundations, family offices and pensions, is hiring a Tax Associate to join a lean team. This is a broad-exposure seat spanning both hedge fund and private equity structures, working closely with the CFO, operations, and fund accounting teams in a compliance-heavy role that also touches tax planning and trade efficiency.

What you'll do:

• Review and coordinate federal, state, and international tax compliance for investment funds, management entities, and related vehicles
• Review partnership tax returns, K-1s, tax workpapers, investor reporting, and supporting schedules
• Analyze tax treatment of complex investments - private equity, hedge fund strategies, derivatives, structured products, credit, and pass-through entities
• Evaluate new investments from a tax perspective, including entity and transaction structuring
• Partner with external tax advisors and internal investment, legal, accounting, and operations teams on compliance and transaction matters
• Support tax due diligence on acquisitions, dispositions, restructurings, and other significant transactions
• Monitor tax developments and assess their impact on the firm's investment activities and fund structures
• Assist with investor tax reporting and respond to tax questions from internal stakeholders and investors
• Review tax provisions in deal documentation and flag issues for escalation

What we're looking for:

• 4-7 years of tax experience, ideally Big 4 tax manager-level or a strong combo background; PwC experience is a plus
• Solid grounding in a combination of wash sales, straddles, and hedge fund taxation; fund allocation experience is a plus