Senior Tax Associate

Landing Point; New York (NY); On-site; USD 140,000 - 170,000; Full time

Job summary

Landing Point in New York is seeking a Senior Associate to join its tax compliance team, focusing on partnership tax compliance and fund management.

You will prepare schedules for tax returns, review K-1/K-3 packages, and coordinate with external advisors to file Federal, State, and International returns. Strong PE tax experience and CPA/MST are preferred.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• CPA and MST preferred.
• 4-6 years of experience in private equity partnership tax compliance (Big 4 Firm preferred).
• Understanding of private equity funds and relevant tax issues.
• Management company/operating partnership experience is a plus.

Responsibilities

• Perform detailed analysis of financial and tax data, preparing schedules and documentation for tax returns and other tax reporting for Funds, Co-Invest, GPs, and Management Company.
• Complete a detailed K-1/K-3 review for all K-1/K-3 packages before distributing to LPs/GPs/employees.
• Collaborate with external tax advisors and fund administrator to facilitate the preparation and filing of Federal, State, and International tax returns (including Forms 5471, 926, 8865, 8621).
• Monitor and manage tax-related deadlines, ensuring timely submission of all required documents and payments.
• Track tax basis by individual and by entity.
• Prepare initial tax estimates/payments, including passthrough entity tax (PTET) payments.
• Review annual FBAR, FAR, FATCA, and CRS filings.
• Assist with uploading K-1 packages for LPs and employees.
• Maintain LP/employee demographic information database.
• Track foreign LP classification by validating W-8 forms and maintaining database.
• Participate in the development, enhancement, and documentation of internal tax policies and procedures.
• Provide support in responding to tax-related inquiries from internal and external stakeholders.
• Respond to requests from various Federal and State tax authorities (notices, audits, etc.), as well as tax-focused LP requests.

Skills

Tax compliance

Financial analysis

Attention to detail

Communication

Education

Bachelor's degree in accounting

CPA preferred

Job description

Company Overview

A leading private equity firm is seeking a Senior Associate to join their tax compliance team, focusing on partnership tax compliance and fund management.

Job Responsibilities

• Perform detailed analysis of financial and tax data, preparing schedules and documentation for tax returns and other tax reporting for Funds, Co-Invest, GPs, and Management Company
• Complete a detailed K-1/K-3 review for all K-1/K-3 packages before distributing to LPs/GPs/employees
• Collaborate with external tax advisors and fund administrator to facilitate the preparation and filing of Federal, State, and International tax returns (including Forms 5471, 926, 8865, 8621)
• Monitor and manage tax-related deadlines, ensuring timely submission of all required documents and payments
• Track tax basis by individual and by entity
• Prepare initial tax estimates/payments, including passthrough entity tax (PTET) payments
• Review annual FBAR, FAR, FATCA, and CRS filings
• Assist with uploading K-1 packages for LPs and employees
• Maintain LP/employee demographic information database
• Track foreign LP classification by validating W-8 forms and maintaining database
• Participate in the development, enhancement, and documentation of internal tax policies and procedures
• Provide support in responding to tax-related inquiries from internal and external stakeholders
• Respond to requests from various Federal and State tax authorities (notices, audits, etc.), as well as tax-focused LP requests

Qualifications

• Bachelor’s degree in accounting, finance, or related field
• CPA and MST preferred
• 4-6 years of experience in private equity partnership tax compliance (Big 4 Firm preferred)
• Understanding of private equity funds and relevant tax issues
• Management company/operating partnership experience is a plus

Compensation

Salary: $140,000 – $170,000 + 15-20% Bonus Target