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Tax Associate

Green Key Resources

Tax Associate Overview The Tax Associate will support the tax function for private credit funds, public RICs, CLOs, and management companies. Collaborate with various internal teams, including Investor Relations, Operations, Fund Accounting, and Legal, to ensure tax compliance and planning. Provide expertise in tax issues related to asset management, including private equity and hedge fund entities. Join a fast-growing investment management firm managing over $14 billion in assets. Leverage advanced tools such as AI, Alteryx, and Microsoft Power BI for tax data automation and streamlining. Gain exposure to international tax reporting, including PFICs and CFCs, and complex tax research. Contribute to a collaborative environment promoting integrity, inclusion, teamwork, and respect for others. Hybrid work arrangement offering flexibility and professional growth opportunities. Tax Associate Key Responsibilities & Duties Review tax work papers, allocations, and various tax forms, including K-1s, 1065s, and 1120-RIC. Analyze financial data for fund tax estimates and international tax reporting requirements. Coordinate tax information flow from underlying investments and manage FATCA and CRS reporting. Automate and streamline tax processes using AI and Alteryx tools. Prepare and review quarterly corporate estimated tax payments and state tax filings. Respond to tax notices and manage new entity formation processes, including SS-4 applications. Research complex tax issues, formulate opinions, and update tax memoranda for ASC 740 documentation. Collaborate with management accounting to calculate partner payment estimates and address withholding issues. Tax Associate Job Requirements Bachelor of Science degree with a strong academic record; Master's in Tax preferred. Minimum of 5 years of experience in private or Big 4 tax environments; 8 years preferred. Certified Public Accountant (CPA) designation preferred. Proficiency in Microsoft Office applications, particularly Excel, and familiarity with automation tools. Knowledge of international tax reporting, including PFICs and CFCs, and tax compliance processes. Strong analytical, problem-solving, and communication skills, both verbal and written. Experience leveraging AI tools like Copilot and ChatGPT for tax data management. Ability to stay updated on evolving tax laws, proposals, and strategies. #J-18808-Ljbffr

Vacancy posted 2 days ago
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