Jobs · Finance · New York

Senior Associate - Tax (Alternative Assets)

IQ-EQ · New York, NY · 4 wk ago
Finance$89k–$100k/yrFull-time

About the role

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:

Responsibilities

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

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.
  • We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
  • We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential.
  • 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.

Pay

The salary for this position will be dependent on experience and location ($89,000 - $100,000).

Schedule

Our hybrid work schedule promotes both personal and professional fulfillment.

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