Tax & Reporting Associate – Alternative Investments

Atlas Search; New York (NY); On-site; USD 120,000 - 155,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Vision insurance

Pension plan

Paid maternity leave

Paid paternity leave

Disability insurance

Job summary

A top investment management firm in New York is seeking a Tax & Reporting Associate to join their Finance team. The role involves preparing financial reports, modeling taxable income, and assisting with tax compliance. Candidates should have 4–7 years of experience and strong knowledge in tax regulations. This position offers a competitive salary and a collaborative work environment.

Qualifications

• 4–7 years of relevant experience in tax or management reporting.
• Strong knowledge of tax compliance for investments.
• Ability to handle complex structures and deadlines.

Responsibilities

• Prepare and maintain financial reporting for management company and GP.
• Model and project taxable income in Excel.
• Assist with U.S. tax filings and support auditors.

Skills

Partnership and corporate tax compliance

Excel and analytical skills

Communication

Education

CPA preferred (or in progress)

Job description

Tax & Reporting Associate – Alternative Investments

Tax & Reporting Associate – Alternative Investments

2 days ago Be among the first 25 applicants

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This range is provided by Atlas Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$120,000.00/yr - $155,000.00/yr

Direct message the job poster from Atlas Search

An established $8-10B alternative credit investment manager is seeking a Tax & Reporting Associate to join its lean and collaborative Finance team. This is a unique opportunity to gain broad exposure across fund and management company tax work in a growing, credit-focused investment environment.

The Role

You will work closely with senior leadership on a wide variety of tax and reporting responsibilities, including:

• Preparing and maintaining management company and GP entity financial reporting
• Modeling and projecting taxable income in Excel
• Preparing fund tax estimates, foreign tax accruals, and ad hoc requests
• Supporting external auditors and coordinating with third-party providers
• Reviewing workpapers, returns, K-1s, and informational filings for fund entities and SPVs
• Assisting with U.S. state and local tax filings, withholding tax payments, and FBAR filings
• Growing into tax planning responsibilities as you progress in the role

What We’re Looking For

• 4–7 years of relevant experience in tax or management reporting (Big 4 or mix of public + in-house)
• Strong knowledge of partnership and corporate tax compliance; prior exposure to alternative investments is a plus (credit, hedge fund, or private equity)
• Excellent Excel and analytical skills; ability to handle complex structures and deadlines
• CPA preferred (or in progress)
• Strong communicator with the ability to work effectively in a small, high-performing team

Why Join?

• Broad exposure: management company/GP and fund-related work
• High visibility: Direct collaboration with senior tax leadership in a three-person team
• Culture: Collegial, team-oriented environment with an emphasis on both excellence and collaboration
• Compensation: Highly competitive base salary + discretionary bonus

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Investment Management, Financial Services, and Accounting

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Inferred from the description for this job

Medical insurance

401(k)

Vision insurance

Pension plan

Paid maternity leave

Paid paternity leave

Disability insurance

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