Tax Senior – Private Equity, Credit

Holthouse Carlin & Van Trigt LLP; New York (NY); On-site; USD 95,000 - 115,000; Full time

Job summary

Holthouse Carlin & Van Trigt LLP in New York City seeks a Tax Senior to work closely with the tax team and fund accountants on asset-based and loan investment funds. This hybrid role requires a minimum four days per week in our Manhattan office to collaborate with the client team.

We are looking for a candidate with 2+ years of tax accounting experience in public accounting or private financial services, CPA license or CPA exam parts passed, and strong attention to detail, organization, and

Qualifications

• 2+ years of public/private tax accounting experience required.
• Undergraduate/Master’s degree in Accounting or Tax.
• Strong attention to detail and organization.
• Proficiency with Microsoft Office (Word/Excel/PowerPoint).
• Financial services or Hedge Fund experience preferred; CPA license or parts preferred.

Responsibilities

• Investor Reporting & Delivery: Review tax deliverables including K-1s and K-3s and prepare 1042-S and 8805 for foreign investors.
• Specialized Portfolio & Credit Analytics: Review quarterly/year-end calculations for OID, Market Discount, and Premium Amortization.
• Entity Compliance & Filing Oversight: Review federal/state tax returns and manage extension processes across entities.
• REIT Compliance & Provisioning: Perform quarterly REIT testing and oversee tax provisioning.
• Tax Operations & Treasury Management: Analyze books/records for Funds and SPVs; prepare tax payments.
• External Advisor & Project Management: Coordinate with PwC/EY/Deloitte; review work products and lead year-end planning.

Skills

Attention to detail

Organizational skills

Communication skills

Team player

Proactive

Education

Undergraduate/Master’s degree in Accounting or Tax

CPA license or CPA exam parts passed

Tools

Microsoft Office

Job description

Tax Senior

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 role 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. 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 & Delivery

• 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 communication 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.

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