Tax Analyst

New York Life Insurance Company; New York (NY); Remote; USD 80,000 - 90,000; Full time

Job summary

An innovative firm is seeking a Tax Analyst to join their dynamic Tax Team. This role focuses on tax planning and FATCA compliance for Private Equity and Private Credit Funds. The ideal candidate will collaborate closely with various teams, ensuring accurate tax deliverables and compliance. With a commitment to employee growth and a culture of care, this opportunity offers a chance to make a meaningful impact in the finance sector. Join a team that values diverse perspectives and fosters an inclusive environment, where your contributions will be recognized and rewarded.

Benefits

Leave Programs

Adoption Assistance

Student Loan Repayment Programs

Comprehensive Health Benefits

Employee Giving Programs

Qualifications

• 2 years of tax and/or FATCA experience from a Big 4 CPA firm.
• Familiarity with tax issues in asset management.

Responsibilities

• Assist in reviewing deliverables from outside tax preparers.
• Compile tax data and collaborate with tax preparers for timely filings.

Skills

Tax Compliance

FATCA Knowledge

Excel Proficiency

Interpersonal Skills

Self-Motivation

Education

Bachelor's Degree in Accounting or Finance

CPA Certification

Tools

Excel

Job description

Company name: Apogem Capital

Location Designation:Fully Remote

At Apogem, we stand at the forefront of New York Life Investment Management's mission to empower investors and shape financial legacies. As the investment arm of the company, we are dedicated to delivering exceptional value to our clients through a blend of expertise, innovation, and a profound commitment to humanity.

Apogem Capital, leads the way in alternatives investing with decades of experience in the middle market and approximately $41 billion in assets under management. Offering a full range of capital solutions, Apogem delivers innovative strategies to private equity sponsors and portfolio companies, while providing our clients with access to highly sought-after opportunities.

At Apogem, Humanity is our competitive edge, and we tirelessly work to protect it. Within our culture of care, employees are not just seen but truly heard. We are deeply committed to building and maintaining a diverse workforce that reflects the rich tapestry of the communities we serve.

If you're passionate about making a meaningful difference in the world of finance, Apogem offers an exciting work environment where your talents are valued, and your contributions have a lasting impact. With offices in New York, Chicago, and Richmond, we provide opportunities for career development and growth, competitive benefits, and a collaborative culture that attracts and retains the best talent. Bring your passion for investing, client service, or operations to grow with Apogem. To learn more, please visit Apogem Capital.

Team Overview:

Apogem Capital is seeking a Tax Analyst to join their Tax Team, focusing on tax planning and FATCA compliance for its Private Equity and Private Credit Funds businesses. Tax Analyst will initially support FATCA process and will be involved in handling US Federal, States, and Foreign tax matters. Our Tax Team works closely with the Accounting, Legal and Investment Team and works with underlying portfolio companies and investors on a regular basis. The tax team is supported by outside FATCA advisors, law firms and Big 4 accounting firms.

What You'll Do:

• Assist in the process of reviewing deliverables prepared by the outside tax and FATCA preparer including supporting workpapers
• Check for correctness, including validation of client and completeness of FATCA/ CRS documents received
• Compile tax data and collaborate with the outside tax and FATCA preparer to achieve the common goal of timely and accurately filing all deliverables; responding timely and effectively to any questions that arise
• Analyze legal entity structure charts and financial statements to determine necessary tax adjustments
• Assist with responding to investor requests

What You'll Bring:

• Must have 2 years tax and/or FATCA experience from a Big 4 CPA firm and/or relevant industry experience
• Must have a familiarity with tax and/or FATCA issues within the asset management industry
• Must be self-motivated and can perform under tight deadlines with minimal supervision
• Strong interpersonal skills; ability to build rapport with internal and external counterparties
• Strong Excel skills
• CPA preferred, but not a must
• Big 4 experience a plus

#LI-AM1

Pay Transparency

Salary range:$80,000 - $90,000

Overtime eligible:Exempt

Discretionary bonus eligible:Yes

Sales bonus eligible:No

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.

Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by theFoundation.We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

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Job Requisition ID:91654