Tax Specialist

Arrow Search Partners; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

A global investment firm is seeking a Tax Specialist to oversee U.S. tax compliance including partnership allocations and tax estimates. The ideal candidate will have a Bachelor’s degree in accounting or finance and 4–6 years of related experience in partnership taxation. Expertise in preparing detailed tax returns and familiarity with accounting systems is preferred. This role offers a competitive salary range of $120,000 – $160,000.

Qualifications

• 4–6 years of related tax experience.
• Experience with partnership taxation required.
• Proficient in preparing partnership allocations and tax adjustments.

Responsibilities

• Prepare tax return workpapers, M‑1s, and allocations.
• Assist in calculating quarterly tax estimates and partner distributions.
• Provide support for tax compliance including sales and use tax.

Skills

Partnership taxation

Tax compliance

Detail-oriented review

Tax research

Analytical skills

Education

Bachelor’s degree in accounting or finance

Tools

Workday

Job description

About The Company

Our client is a technology‑driven, multi‑asset investment firm operating on a global scale. The Tax Specialist will be responsible for overseeing U.S. tax compliance for partnerships, tax estimates and distributions, indirect taxes, tax research, and various planning projects.

Responsibilities

• Prepare tax return workpapers, M‑1s, and allocations.
• Maintain and review partnership allocations, 743/734 adjustments, and partnership tax capital accounts.
• Assist in calculating quarterly tax estimates and partner distributions.
• Review partnership tax returns and K‑1s prepared by third‑party service providers.
• Provide support for tax compliance including sales and use tax, VAT, GST.
• Research and analyze complex tax issues.
• Monitor legislative and regulatory developments impacting partnerships.

Requirements

• Bachelor’s degree in accounting or finance.
• 4–6 years of related tax experience.
• Experience with partnership taxation required.
• Proficient in preparing partnership allocations, tax adjustments, and workpapers.
• Ability to perform a detailed review of Form 1065 and Schedules K‑1 and K‑3.
• Experience with Workday as an accounting system preferred.
• Familiarity with indirect tax compliance and planning strategies preferred.

Salary Range

$120,000 – $160,000