Tax Senior – Private Equity & Funds (Hybrid)

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

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.