Tax Associate

Landing Point; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

Landing Point, a multi-strategy investment firm, seeks a Tax Associate to join its tax team in New York. You will support compliance for funds (partnerships, corporations), file federal/state/local and international returns, and review investor reporting (K-1s, FATCA/CRS).

The role emphasizes process improvement and collaboration with Finance, Legal and external advisors. Ideal candidates have 3–5 years in tax compliance within investment management or public accounting, a Bachelor's in

Qualifications

• 3–5 years of tax compliance experience, ideally within an investment management, hedge fund, or public accounting environment.
• Experience supporting U.S. federal, state and local, and international tax compliance for partnerships, corporations, and investment funds.
• Experience with partnership taxation, investor reporting (Schedule K-1), PFIC reporting, FATCA/CRS, and U.S. withholding tax requirements (Forms 1042/1042-S).

Responsibilities

• Support tax compliance and reporting for multiple fund entities, including partnerships, corporations, and offshore structures.
• Coordinate preparation and timely filing of federal, state and local, international, and indirect tax filings with external tax advisors.
• Review investor tax reporting, including Schedule K-1s, PFIC reporting, FATCA/CRS compliance, and other tax-related reporting obligations.
• Review tax documentation and information reporting forms, including Forms W-8, W-9, 1099, FATCA/CRS self-certifications, and GIIN registrations.
• Coordinate monthly U.S. withholding tax rates with fund administrators and prime brokers.
• Maintain tax workpapers, supporting documentation, and filing records to ensure audit readiness.
• Research tax law changes, respond to tax notices, and assess impacts on fund structures and investor reporting.
• Support tax technology initiatives and identify opportunities to improve tax processes and reporting.
• Partner with Finance, Accounting, Legal, and external service providers on tax compliance obligations.

Skills

Tax compliance

Tax technology

Education

Bachelor's degree in accounting/finance

Tools

Tax software tools

Job description

Company Overview:

A multi-strategy investment firm with over $10 billion in assets under management is seeking a Tax Associate to join their team.

Job Responsibilities:

• Support tax compliance and reporting for multiple fund entities, including partnerships, corporations, and offshore structures.
• Coordinate the preparation and timely filing of federal, state and local, international, and indirect tax filings with external tax advisors.
• Review investor tax reporting, including Schedule K-1s, PFIC reporting, FATCA/CRS compliance, and other tax-related reporting obligations.
• Review tax documentation and information reporting forms, including Forms W-8, W-9, 1099, FATCA/CRS self-certifications, and GIIN registrations.
• Coordinate monthly U.S. withholding tax rates with fund administrators and prime brokers.
• Maintain tax workpapers, supporting documentation, and filing records to ensure audit readiness.
• Research tax law changes, respond to tax notices, and assess impacts on fund structures and investor reporting.
• Support tax technology initiatives and identify opportunities to improve tax processes and reporting.
• Partner with Finance, Accounting, Legal, and external service providers on tax compliance obligations.

Qualifications:

• 3–5 years of tax compliance experience, ideally within an investment management, hedge fund, or public accounting environment.
• Experience supporting U.S. federal, state and local, and international tax compliance for partnerships, corporations, and investment funds.
• Experience with partnership taxation, investor reporting (Schedule K-1), PFIC reporting, FATCA/CRS, and U.S. withholding tax requirements (Forms 1042/1042-S).
• Experience with tax technology tools and a demonstrated interest in process automation and process improvement.
• Bachelor’s degree in accounting, finance, or a related field; CPA and/or MST preferred.

Compensation:

Salary: $110,000 – $150,000 + Plus Bonus