US Tax Compliance & Reporting

AlTi Global, Inc.; Northern, New York (KY, NY); Hybrid; USD 190,000 - 215,000; Full time

Job summary

AlTi Tiedemann Global, a NASDAQ-listed wealth and investment advisory firm, seeks a tax professional to lead tax compliance and income tax provision processes. This role supports corporate and product tax planning for a global client base and is based in New York.

Reporting to the Head of Global Tax, you will manage international, federal, state, and local tax filings, coordinate with third-party advisors, and drive tax strategies across the organization and its products.

Qualifications

• Bachelor’s degree in Accounting or related field; CPA preferred.
• 7+ years of tax experience in-house or in a national firm.
• Strong knowledge of GAAP, ASC 740 and tax issues.

Responsibilities

• Manage annual and quarterly income tax provision calculations and disclosures.
• Coordinate international, federal, state, and local tax compliance and filings.
• Engage with third-party advisors to ensure timely filings and accuracy.
• Assist in tax planning, including 704(b)/704(c) concepts and TA agreements.
• Oversee SOX-related tax controls and budgeting for tax functions.

Skills

Analytical skills

Communication skills

Attention to detail

Collaboration

Problem-solving

Education

Bachelor's in Accounting

CPA preferred

Tools

GAAP ASC 740

Job description

US Tax Compliance & Reporting

Department: Accounting

Employment Type: Full Time

Location: New York

Compensation: $190,000 - $215,000 / year

Description

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It’s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you’re committed to making wealth worth more through enduring partnership, we want you to join us.

To learn more visit alti-global.com.

Job Description

Reporting to the Head of Global Tax, AlTi is seeking a tax professional who will take a lead role in managing the tax compliance and income tax provision processes and assist with corporate and product related tax planning and advisory initiatives within AlTi’s tax function.

Key Responsibilities

• Manage the preparation and review of the annual and quarterly income tax provision calculations, tax memo, and relevant SEC financial statement disclosures


• Manage and review AlTi’s international, federal, state, and local tax compliance, including engaging and coordinating with third party advisors to ensure timely and accurate filings


• Coordinate international, federal, state and local tax inquiries, including examinations and audits with taxing authorities


• Manage the Tax Receivable Agreement calculations and process


• Review partnership allocations and capital accounts


• Work with Financial Planning and Analysis to forecast tax liabilities, tax payments, tax distributions, and project future capital needs


• Develop processes to create operational efficiencies and mitigate risks in the tax function


• Assist the Head of Global Tax in identifying and executing tax strategies and overall tax planning for the company and relevant products


• Manage the SOX process for all tax related requirements


• Manage the tracking of the tax budget

Skills, Knowledge and Expertise

• Bachelor’s degree in Accounting or related/equivalent experience; CPA license strongly preferred


• 7+ years of tax experience in an in-house role and/or national accounting firm


• Comprehensive knowledge of GAAP accounting principles, especially ASC 740


• Knowledge of corporate and partnership tax technical issues, including 704(b) and 704(c) capital account regulations


• Experience with driving and completing multiple workstreams effectively


• Excellent analytical and complex problem-solving skills


• Strong verbal and written communication skills and the ability to work well with team members in various roles and jurisdictions


• Attention to detail and highly organized


• Highly collaborative and proactive

Preferred Experience

• Experience with SPAC transactions, the Up-C structure, and Tax Receivable Agreements


• Experience working with global financial services tax issues


• Experience with implementing technological and operational solutions to improve tax processes

Salary offers are based on a wide range of factors including relevant skills, training, experience, and education. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. The range for this role is $190,000 – $215,000