Senior Associate - Tax (Alternative Assets)

Company Description

We're a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world's top-15 private equity firms.


Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.


Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.


We're driven by our Group purpose, to power people and possibilities.


Job Description

You will be working directly with leading hedge fund and private equity firms in the alternative asset industry under the guidance and direction from the Tax Director. You will be providing the following for clients in the alternative asset industry:

What you'll do

• You'll prepare and file federal, state, and local partnership tax returns, extensions, and quarterly estimates, along with foreign filings (5471, 8865, 8858, 8621, 926).
• You'll manage compliance tasks including 1099/1042 reporting, FBAR filings, FATCA (8966), and tax certification forms (W-8s/W-9s).
• You'll handle entity elections by preparing 8832s, calculating tax basis for partnership interests and PFICs, and performing quarterly REIT testing.
• You'll collaborate with clients by maintaining strong relationships, communicating engagement status, and resolving notices with federal, state, and local jurisdictions.
• You'll apply tax expertise through multi-state income tax planning, performing tax research to support positions, and ensuring accurate, timely compliance.

What we offer

• IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance.
• Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility).
• Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.
• Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment.
• The salary for this position will be dependent on experience and location ($89,000 - $100,000).

Qualifications

• You have 0-5 years of progressive federal tax consulting and/or compliance experience, either in public accounting or at an alternative asset investment firm.
• You hold a bachelor's degree in Accounting, with CPA or a master's in Taxation preferred.
• You demonstrate exceptional customer service skills and the ability to build strong client relationships.
• You bring analytical, technical, and technology skills, with proficiency in basic office software and a high level of accuracy and attention to detail.
• You thrive in a fast-paced environment, willing to work overtime when needed to meet deadlines.

Additional Information

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on our natural environment.


There is always more we can, and should do, to improve - whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We're committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.


Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees' careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.


We're committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success lead to our sustainability and success. We're emotionally invested in our clients right from the beginning.


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