Tax Associate

Atlantic Group; New York (NY); Hybrid; USD 90,000 - 110,000; Full time

Job summary

Atlantic Group is hiring a Tax Associate in New York, NY to support tax compliance, reporting, and REIT operations. This role involves collaboration with tax and financial teams to ensure compliance and enhance tax data accuracy.

The ideal candidate will have a Bachelor's degree in Accounting or related fields, CPA progress, and 1-3 years of public accounting experience, especially in real estate taxation. Skills in analytical thinking and advanced Excel are essential for success in this hybrid work environment.

Qualifications

• 1–3 years of experience in public accounting or corporate tax.
• Experience with real estate taxation, partnership taxation, REIT taxation, or investment management tax.

Responsibilities

• Support the preparation of federal, state, and local tax returns.
• Prepare and analyze financial data for tax reporting.
• Assist with tax audits and documentation requests.
• Partner with accounting and finance teams for tax planning.

Skills

Analytical skills

Organizational skills

Communication skills

Problem-solving skills

Education

Bachelor's degree in Accounting, Taxation, Finance or related field

CPA certification or progress towards it

Tools

Advanced Excel

Tax preparation software

Financial systems

Accounting platforms

Job description

Job Overview – Tax Associate

Compensation: $90,000 – $110,000/year + bonus

Location: New York, NY

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Tax Associate in New York, NY for our client, supporting tax compliance, tax reporting, and REIT tax operations within a growing investment platform. This role will partner closely with tax, accounting, and financial reporting teams to support federal, state, and local tax filings, REIT compliance, and tax planning initiatives. The ideal candidate will bring public accounting experience with a real estate focus, strong analytical skills, and the ability to manage multiple tax projects in a collaborative environment.

Responsibilities as the Tax Associate

• Tax Compliance: Support the preparation and review of federal, state, and local tax returns, extensions, estimated tax payments, and related compliance activities.
• Tax Reporting: Prepare and analyze financial data to support tax reporting, tax provisions, book-to-tax adjustments, fixed asset accounting, and other tax-related analyses.
• Tax Analysis: Assist with tax compliance, tax reporting, and other direct tax initiatives while supporting ongoing regulatory requirements.
• Audit & Tax Support: Assist with tax audits, partnership tax reporting, documentation requests, and coordination with external advisors.
• Cross-Functional Collaboration: Partner with accounting, finance, and external tax advisors to support tax planning, reporting, and process improvements.
• Process Improvement: Identify opportunities to streamline tax processes, improve reporting efficiency, and enhance the accuracy of tax data and documentation.

Qualifications for the Tax Associate

• Education: Bachelor's degree in Accounting, Taxation, Finance, or a related field is required.
• Certification: CPA or progress toward CPA certification is required.
• Experience: 1–3 years of experience in public accounting or corporate tax is required.
• Industry Knowledge: Experience with real estate taxation, partnership taxation, REIT taxation, or investment management tax is required.
• Technical Skills: Advanced Excel skills are required, and experience with tax preparation software, financial systems, and accounting platforms is preferred.
• Skills & Attributes: Strong analytical, organizational, communication, and problem-solving skills with the ability to manage multiple priorities in a fast-paced environment are required.

Application Notice

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.