Tax Associate

Landing Point; Greenwich (CT); On-site; USD 120,000 - 175,000; Full time

Job summary

Landing Point, a boutique asset manager in Greenwich, CT, seeks a Tax Associate to support tax reporting and compliance across multiple investment vehicles.

You will review K-1s, 1065s, Forms 1120 series, PFICs and CFCs, coordinate flow-through information, and help prepare estimated tax payments while staying current on ASC 740 and FATCA requirements.

Qualifications

• Strong academic record; Masters in tax preferred.
• CPA designation preferred and beneficial.
• Proficiency in Microsoft Excel and data analysis tools.

Responsibilities

• Review tax work papers and allocations for Fund Partnership K-1s, 1065s, and state returns.
• Review Forms 1120, 1120-F, 1120-RIC, 1042, 8805, and 1099.
• Coordinate and organize flow-through tax information from investments.
• Analyze financial information for fund tax estimates and ASC 740 documentation.

Skills

Tax knowledge

Attention to detail

Analytical mindset

Education

Master's degree in tax

CPA designation

Tools

Excel

Alteryx

Power BI

Copilot/ChatGPT

Job description

Company Overview:

A boutique alternative asset manager focused on income-oriented credit strategies is seeking a Tax Associate to support tax reporting and compliance across multiple investment vehicles.

Job Responsibilities:

• Review tax work papers and allocations for Fund Partnership K-1s, 1065s, and state returns
• Review of Forms 1120, 1120-F, 1120-RIC, Forms 1042, Forms 8805, and Forms 1099
• Analyze financial information for fund tax estimates
• In-depth review of international tax reporting, such as PFICs and CFCs (Forms 8621 and 5471)
• Coordinate and organize flow-through tax information from various underlying investments
• Automate and streamline tax data and processes using AI and Alteryx
• Calculate tax basis for underlying investments and partners
• Prepare and review quarterly corporate estimated tax payments
• Update and review tax memoranda to satisfy ASC 740 documentation requirements
• Prepare tax documents for withholding issues
• Manage FATCA and CRS reporting
• Manage new entity formation process, including preparation of Form SS-4 applications, Form 8832, W-8/W-9
• Respond to and manage tax notices from the IRS and state taxing authorities
• Understand and review 704c allocations, 754 adjustments
• Work closely with management accounting to calculate estimates for partners for payments
• Research complex tax issues and formulate opinions
• Stay updated on the ever-changing tax landscape
• Handle ad-hoc responsibilities as requested

Qualifications:

• Strong academic record, Masters in tax preferred
• Certified Public Accounting (CPA) designation preferred
• Proficiency in Microsoft Office applications with an emphasis on Excel
• Experience leveraging AI (Copilot, ChatGPT, etc)
• Knowledge of automation tools, Alteryx, and Microsoft Power BI preferred

Compensation:

Salary: $120,000 - $175,000