Senior Tax Associate — Global Partnerships & Compliance

Green Key Resources; New York (NY); On-site; USD 110,000 - 160,000; Full time

Job summary

Green Key Resources seeks a Senior Tax Associate to oversee tax compliance and investor reporting for a diverse portfolio of domestic and international investment vehicles. You will coordinate with external tax specialists, review investor tax documentation, and monitor regulatory developments to improve tax processes.

The ideal candidate has 3–5 years in tax within public accounting or investment management, with knowledge of PFIC, FATCA/CRS, and U.S.

Qualifications

• 3–5 years of tax experience in public accounting, investment management, or an alternative investment environment.
• Working knowledge of domestic and international tax compliance for partnerships, corporations, and investment vehicles.
• Experience coordinating with external tax advisors and managing multiple deliverables across reporting periods.
• CPA license and/or Master's degree in Taxation is a plus.

Responsibilities

• Coordinate tax compliance activities for a range of domestic and international investment entities.
• Oversee external providers responsible for preparing and submitting tax returns across federal, state, local, and foreign jurisdictions.
• Review investor tax deliverables, including partnership tax schedules and international investment reporting requirements.
• Manage tax documentation and information reporting processes, including investor certifications, withholding documentation, and regulatory registrations.
• Work with fund administrators and brokerage partners to monitor withholding tax rates and related reporting requirements.
• Maintain organized tax records, reconciliations, and supporting schedules for internal reviews and external audits.
• Monitor legislative and regulatory developments, evaluate their implications, and assist with resolving tax notices and compliance issues.
• Collaborate with Finance, Accounting, Legal, and third-party advisors to address tax matters and meet reporting deadlines.
• Identify opportunities to streamline workflows, improve reporting accuracy, and leverage technology to strengthen tax operations.

Skills

Partnership taxation

Investment structures

Analytical skills

Organizational skills

Project management

Communication skills

Education

Bachelor's in Accounting/Finance

CPA license/Taxation degree a plus

Job description

Green Key Resources seeks a Senior Tax Associate to oversee tax compliance and investor reporting for a diverse portfolio of domestic and international investment vehicles. You will coordinate with external tax specialists, review investor tax documentation, and monitor regulatory developments to improve tax processes.

The ideal candidate has 3–5 years in tax within public accounting or investment management, with knowledge of PFIC, FATCA/CRS, and U.S.