Senior Tax Associate

Atlas Search; New York (NY); Hybrid; USD 100,000 - 160,000; Full time

Job summary

Atlas Search in New York City is seeking a Tax Senior Associate to cover tax compliance and reporting across the firm’s funds, co-investment vehicles, GPs and management company. The role requires four days in the office weekly and sits within the finance team.

The candidate should have 3+ years in partnership tax for private equity, a CPA/MST preferred, and strong analytical and organizational skills to manage multiple projects and deadlines.

Qualifications

• Undergraduate degree in accounting, finance or related discipline.
• CPA and MST preferred.
• Experience in partnership tax compliance for private equity vehicles.

Responsibilities

• Analyze tax data and prepare schedules and support for tax returns and reporting for funds, co-investment vehicles, GPs and management company.
• Review K-1 and K-3 packages before release to LPs, GPs and employees.
• Coordinate with outside tax advisors on Federal, State and international returns (Forms 5471, 926, 8865, 8621).
• Monitor tax deadlines and manage estimates and payments including PTET.
• Maintain tax basis records at individual and entity levels.
• Review CRS, FATCA, FAR and FBAR filings.
• Maintain LP and employee demographic database and validate foreign LPs (W-8 forms).
• Help build/write department tax policies and procedures.
• Handle tax questions from internal/external stakeholders and audit notices.

Skills

Tax compliance

Private equity tax

K-1/K-3 reviews

Cross-functional collaboration

Attention to detail

Education

Bachelor's degree in accounting or finance

Job description

Our client, a private equity firm in New York City, is seeking a Tax Senior Associate for its finance team. The role covers tax compliance and reporting across the firm’s funds, co-investment vehicles, general partners and management company, with broad exposure to each. The position is based in New York City and requires four days per week in the office.

Job Responsibilities

• Analyze financial and tax data and prepare the schedules and support behind tax returns and other tax reporting for funds, co-investment vehicles, GPs and the management company
• Perform a detailed review of every K-1 and K-3 package before release to LPs, GPs and employees, and assist in uploading them for LPs and employees
• Partner with outside tax advisors and the fund administrator on Federal, State and international returns, including Forms 5471, 926, 8865 and 8621
• Monitor tax deadlines and manage estimates and payments, including PTET
• Maintain tax basis records at both the individual and entity level
• Review annual CRS, FATCA, FAR and FBAR filings
• Maintain the LP and employee demographic database and classify foreign LPs by validating W-8 forms
• Help build and write up the department’s tax policies and procedures
• Handle tax questions from internal and external stakeholders, including notices and audit requests from Federal and State authorities and tax-related LP requests

Job Requirements

• Undergraduate degree in accounting, finance or a related discipline; CPA and MST preferred
• 3+ years handling partnership tax compliance for private equity vehicles; Big 4 background preferred
• Working knowledge of the tax issues specific to private equity funds
• A plus: background with management companies or operating partnerships
• Sharp analytical ability and a methodical approach to problem solving
• Careful, organized work habits where accuracy matters
• Ability to juggle several projects and own deliverables and processes
• Communication skills suited to working with cross-functional teams and outside partners
• Integrity and discretion when handling confidential financial information

The annual base salary range is $100,000 to $160,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.