Tax Director, Asset Manager

Atlantic Group; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

Atlantic Group seeks a senior tax leader to direct the firm’s corporate and partnership tax functions across its investment structures. You will own K-1s, projections, allocations, and guide planning, compliance, and reporting with oversight of external advisors.

The role demands extensive experience in financial services tax, entity structuring, SALT, nexus, and tax governance, with a focus on scalable processes and accurate financial results.

Qualifications

• Senior-level experience in corporate and partnership tax within financial services.

Responsibilities

• Lead the firm’s tax function across partnerships, corporations, management company and affiliated entities.
• Own partnership tax processes, including K-1s, taxable income projections, capital accounts, allocations and partner tax distributions.
• Oversee corporate tax filings and related reporting.
• Provide guidance on corporate tax matters, entity structuring, state and local tax, nexus, withholding, SALT and indirect tax.
• Manage external tax advisors and coordinate tax compliance, planning, audits and reporting across entities.

Skills

Corporate tax

Partnership tax

Tax planning

Tax compliance

Financial services

Job description

• Lead the firm’s tax function across partnerships, corporations, management company and affiliated entities, with significant responsibility for both partnership and corporate tax compliance, planning and reporting.
• Own partnership tax processes, including K-1s, taxable income projections, capital accounts, allocations and partner tax distributions, while overseeing corporate tax filings and related reporting.
• Provide guidance on corporate tax matters, entity structuring, state and local tax, nexus, withholding, SALT and indirect tax across the organization.
• Serve as a key resource for investors, senior management and internal stakeholders on complex tax matters, including K-1s, tax allocations, projections and corporate tax issues.
• Manage external tax advisors and coordinate tax compliance, planning, audits and reporting across the firm’s various entities and investment structures.
• Help build and enhance the firm’s tax infrastructure, processes and controls as the business continues to grow, with an emphasis on scalability and efficiency.

Requirements:

• 10+years of corporate and partnership tax experience within financial services