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 in New York, is seeking a Tax Associate to join the tax team. The role focuses on tax compliance and reporting for multiple fund entities, including partnerships and offshore structures.

The ideal candidate has 3–5 years of tax experience in investment management or public accounting, with a CPA/MST preferred. You will work with Finance, Legal, and external advisors to ensure audit-ready filings and timely reporting.

Qualifications

• 3-5 years of tax compliance experience, ideally within an investment management, hedge fund, or public accounting environment.
• Experience with 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.

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.

Skills

Tax compliance

Partnership taxation

Investor reporting (K-1)

Tax technology

Education

Bachelor's degree in accounting/finance

CPA or MST preferred

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