Tax Senior - Private Equity (Credit)

Holthouse; New York (NY); Hybrid; USD 95,000 - 115,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Holthouse in New York City is seeking a Tax Senior to support our tax team across fund and partnership tax matters. You will manage investor tax deliverables, assist with tax provisioning and planning, and coordinate with outside advisors to ensure accurate reporting for credit funds and REITs.

With 2+ years of tax experience and CPA credentials, you will collaborate across teams, prepare returns, and help drive efficient tax operations in a hybrid work model based in Manhattan.

Qualifications

• 2+ years of public/private tax accounting experience.
• Undergraduate/Master’s degree in Accounting or Tax.
• Strong attention to detail and strong organizational skills.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Financial services or Hedge Fund experience preferred.
• Team player and collaborator; excellent communications skills.
• Must be motivated, organized, flexible, and proactive.
• Must have CPA license or CPA exam parts passed.

Responsibilities

• Investor Reporting & Deliverables – reviewing investor tax deliverables including K-1s and K-3s, managing 1042-S and 8805 for foreign investors, drafting quarterly LP tax estimate letters.
• Specialized Portfolio & Credit Analytics – reviewing quarterly and year-end calculations for OID, Market Discount, and Premium Amortization across large portfolios of bonds and mortgage pools.
• Entity Compliance & Filing Oversight – reviewing federal and state partnership and corporate tax returns, managing extension processes across partnerships, states, and withholding regimes.
• REIT Compliance & Provisioning – performing quarterly REIT compliance testing and income projections, overseeing tax provision processes.
• Tax Operations & Treasury Management – managing internal teams to obtain/analyze books across Funds/ SPVs, calculating quarterly tax income estimates, preparing tax payments.
• External Advisor & Project Management – coordinating with Big Four firms, reviewing work product, leading year-end tax planning meetings.

Skills

Team player

Communication skills

Detail oriented

Education

Bachelor's/Master's in Accounting or Tax

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

Come For The Challenge. Stay For The Experience.

At Holthouse, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at Holthouse. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

What We Do And Who We Serve

Holthouse is a tax, audit, advisory, and business management firm and one of the largest accounting firms in the country. Ranked in the top 30 nationally and the largest based in Los Angeles, Holthouse brings the scale and depth of a national firm together with a high-touch, shareholder-led client experience.

Since 1991, we have served high-net-worth individuals and families, middle-market companies, private equity firms and their portfolio companies across complex financial, tax and business matters. Our teams combine deep technical expertise, specialized knowledge and sharp judgment with direct access, responsiveness and collaboration - giving clients the right expertise and a clear path forward when it matters most.

The firm’s national and global reach is extended by its affiliation with Moore North America, Inc. (MNA) and Moore Global Network Limited, an independent and global accountancy and business advisory network of CPA and financial services firms located throughout the United States and around the globe. Visit hcvt.com to learn more.

We Live Our Core Values

Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

Discover How Far You Can Go.

Opportunities abound at Holthouse. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating work for our teams—the kind of work that helps you develop and refine your skills to advance in the profession.

Hybrid Work

Holthouse currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.

Based in New York City, this client-facing position will work closely with TPG Angelo Gordon, a major global alternative asset manager focused on credit and real estate investments.

This is a role that will work closely within the tax team and with the fund accountants on asset-based, mortgage-backed, and loan origination investment funds. We are looking for a candidate with 2+ years’ public accounting/private financial services industry experience. The responsibilities would be varied and applied across our credit fund platform. Working closely with our Tax Managers, this professional will execute key functions including fund tax compliance, workpaper preparation, and tax return review. You will serve as a vital liaison to our fund administrator, manage communications with outside tax advisors, and assist with global information reporting, investment tax research, and state tax reviews.

While HCVT offers a hybrid model, this specific role requires a minimum of four days per week in our Manhattan office to facilitate close collaboration with the TPG Angelo Gordon team.

As a Tax Senior, you will be responsible for the following:

Investor Reporting & Deliverables

• Reviewing investor tax deliverables including K-1s and K-3s.
• Managing the preparation of 1042-S and 8805 forms for foreign investors.
• Drafting quarterly LP tax estimate letters to provide transparency on projected tax liabilities.

Specialized Portfolio & Credit Analytics

• Reviewing quarterly and year-end calculations for Original Issue Discount (OID), Market Discount, and Premium Amortization across large portfolios of bonds and mortgage pools to ensure accurate income reporting.

Entity Compliance & Filing Oversight

• Reviewing federal and state partnership and corporate tax returns.
• Managing the extension process across all partnerships, states, and withholding regimes.
• Ensuring the accuracy of investor demographics and tax allocations.

REIT Compliance & Provisioning

• Performing quarterly REIT compliance testing and income projections.
• Overseeing the quarterly and year end tax provision process.
• Ensuring all year-end REIT compliance procedures are executed.

Tax Operations & Treasury Management

• Managing internal teams to obtain and analyze books and records across Funds and SPVs.
• Calculating quarterly tax income estimates in-house.
• Preparing and submitting federal and state tax payments for both corporate and partnership liabilities.

External Advisor & Project Management

• Coordinating with Big Four tax preparers (PwC, EY, Deloitte).
• Managing the flow of data to these firms; reviewing their work product for accuracy.
• Leading year-end tax planning meetings to align on strategy and deadlines.

To be successful, these are the skills and experience you will need:

• Minimum of 2 years of public / private tax accounting experience.
• Undergraduate/Master’s degree in Accounting or Tax.
• Strong attention to detail and strong organizational skills.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Financial services or Hedge Fund experience preferred.
• Team player and collaborator; excellent communications skills.
• Must be motivated, organized, flexible, and proactive.
• Must have CPA license or CPA exam parts passed.

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

• Visit the Benefits section to learn more

This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $95,000 to $115,000.

Connect With Us

LinkedIn, Instagram, Facebook, HCVT Website

The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.

“Holthouse” is the brand name under which HCVT CPAs LLP and Holthouse LLC and its subsidiaries provide professional services. HCVT CPAs LLP and Holthouse LLC and its subsidiaries practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. HCVT CPAs LLP is a licensed independent CPA firm that provides attest services to its clients, and Holthouse LLC and its subsidiaries provide tax, advisory, and business consulting services to their clients. Holthouse LLC and its subsidiaries are not licensed CPA firms.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.