Tax Compliance Specialist

Atlas Search; Stamford (CT); On-site; USD 180,000 - 300,000; Full time

Job summary

Atlas Search in Stamford, CT seeks a Tax Compliance Specialist to join its tax team. The role oversees hedge fund and private equity tax compliance with exposure to allocations, international and domestic filings, and cross-functional collaboration.

Bachelor's degree required; CPA strongly preferred; 4+ years of tax experience in public accounting or private hedge fund settings. The position is in-office four days a week with compensation up to $300,000.

Qualifications

• Bachelor's degree required; CPA strongly preferred.
• 4+ years of tax experience in public accounting or a combination of public and private, with hedge fund experience.
• Thorough understanding of international, federal, and state and local taxation of alternative investment fund structures.
• Strong desire to learn and pursue new skills.
• Excellent communication and interpersonal skills; ability to engage with stakeholders.

Responsibilities

• Review complex tax allocations and securities adjustments for hedge and private equity funds, including 704(c)/(b) allocations, PE tax waterfalls, wash sales, constructive sales, qualified dividend analysis, straddles, 1256 contracts, swaps, flow-through K-1s, and UBTI
• Review international, federal, and state and local partnership, corporate, and composite tax returns
• Review and/or prepare investor tax estimates and related tax reporting, including PTET
• Review foreign and domestic SPV tax accruals, projections, and tax estimates
• Review regulatory filings such as FBAR, CbCR, FATCA, and CRS
• Address investor tax inquiries and prepare related tax reporting to support the investor relations team
• Oversee and maintain tax payment and refund records
• Collaborate with fund accounting, investor relations, legal, and operations teams on cross-functional matters
• Partner with the technology team on automation and process improvement initiatives

Skills

CPA

Hedge fund experience

Tax compliance

International tax

Communication skills

Education

Bachelor's degree

Tools

Excel

Job description

Our client, a global investment firm with tens of billions in assets under management across long/short, long-only, and public/private hybrid strategies, is seeking a Tax Compliance Specialist to join its tax team. This role carries direct responsibility for hedge fund and private equity tax compliance, with exposure to complex allocations, international and domestic filings, and cross-functional collaboration with fund accounting, investor relations, legal, and operations teams. The team is well-regarded internally and offers strong technical depth alongside broad exposure to alternative investment fund structures. This role is based in Stamford, CT and requires four days per week in-office.

Job Responsibilities

• Review complex tax allocations and securities adjustments for hedge and private equity funds, including 704(c)/(b) allocations, PE tax waterfalls, wash sales, constructive sales, qualified dividend analysis, straddles, 1256 contracts, swaps, flow-through K-1s, and UBTI
• Review international, federal, and state and local partnership, corporate, and composite tax returns
• Review and/or prepare investor tax estimates and related tax reporting, including PTET
• Review foreign and domestic SPV tax accruals, projections, and tax estimates
• Review regulatory filings such as FBAR, CbCR, FATCA, and CRS
• Address investor tax inquiries and prepare related tax reporting to support the investor relations team
• Oversee and maintain tax payment and refund records
• Collaborate with fund accounting, investor relations, legal, and operations teams on cross-functional matters
• Partner with the technology team on automation and process improvement initiatives

Job Requirements

• Bachelor's degree required; CPA strongly preferred
• 4+ years of tax experience in public accounting or a combination of public and private, with some hedge fund experience required (private equity/real estate experience alone is not a fit for this search)
• Thorough understanding of international, federal, and state and local taxation of alternative investment fund structures
• Strong desire to learn, with a track record of seeking feedback and pursuing new skills
• Proven ability to prioritize, manage, and clearly communicate plans across multiple concurrent deliverables
• Excellent communication and interpersonal skills, with the ability to engage confidently with internal and external stakeholders
• Demonstrated ability to maintain quality control and confidentiality of sensitive information
• Strong analytical and problem-solving skills, with the ability to identify issues and errors
• Organized, results-oriented approach to project management
• Proficiency in Excel and a drive to maximize leverage from systems and technology

The total compensation is up to $300,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.