Senior Tax Associate

Company Overview A leading private equity firm is seeking a Senior Associate to join their tax compliance team, focusing on partnership tax compliance and fund management. Job Responsibilities Perform detailed analysis of financial and tax data, preparing schedules and documentation for tax returns and other tax reporting for Funds, Co-Invest, GPs, and Management Company Complete a detailed K-1/K-3 review for all K-1/K-3 packages before distributing to LPs/GPs/employees Collaborate with external tax advisors and fund administrator to facilitate the preparation and filing of Federal, State, and International tax returns (including Forms 5471, 926, 8865, 8621) Monitor and manage tax-related deadlines, ensuring timely submission of all required documents and payments Track tax basis by individual and by entity Prepare initial tax estimates/payments, including passthrough entity tax (PTET) payments Review annual FBAR, FAR, FATCA, and CRS filings Assist with uploading K-1 packages for LPs and employees Maintain LP/employee demographic information database Track foreign LP classification by validating W-8 forms and maintaining database Participate in the development, enhancement, and documentation of internal tax policies and procedures Provide support in responding to tax-related inquiries from internal and external stakeholders Respond to requests from various Federal and State tax authorities (notices, audits, etc.), as well as tax-focused LP requests Qualifications Bachelor’s degree in accounting, finance, or related field CPA and MST preferred 4-6 years of experience in private equity partnership tax compliance (Big 4 Firm preferred) Understanding of private equity funds and relevant tax issues Management company/operating partnership experience is a plus Compensation Salary: $140,000 – $170,000 + 15-20% Bonus Target #J-18808-Ljbffr Landing Point