Tax Senior - Private Equity (Credit)

About the role

Based in New York City, this client-facing position will work closely with TPG Angelo Gordon, a major global alternative asset manager focused on credit and real estate investments. This is a role that will work closely within the tax team and with the fund accountants on asset-based, mortgage-backed, and loan origination investment funds.

Responsibilities

• Reviewing investor tax deliverables including K-1s and K-3s.
• Managing the preparation of 1042-S and 8805 forms for foreign investors.
• Drafting quarterly LP tax estimate letters to provide transparency on projected tax liabilities.
• Reviewing quarterly and year-end calculations for Original Issue Discount (OID), Market Discount, and Premium Amortization across large portfolios of bonds and mortgage pools to ensure accurate income reporting.
• Managing the extension process across all partnerships, states, and withholding regimes.
• Ensuring the accuracy of investor demographics and tax allocations.
• Performing quarterly REIT compliance testing and income projections.
• Overseeing the quarterly and year end tax provision process.
• Ensuring all year-end REIT compliance procedures are executed.
• Managing internal teams to obtain and analyze books and records across Funds and SPVs.
• Calculating quarterly tax income estimates in-house.
• Preparing and submitting federal and state tax payments for both corporate and partnership liabilities.
• Cooking with Big Four tax preparers (PwC, EY, Deloitte).
• Managing the flow of data to these firms; reviewing their work product for accuracy.
• Leading year-end tax planning meetings to align on strategy and deadlines.

Requirements

• Minimum of 2 years of public / private tax accounting experience.
• Undergraduate/Master’s degree in Accounting or Tax.
• Strong attention to detail and strong organizational skills.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Financial services or Hedge Fund experience preferred.

Skills

• Team player and collaborator; excellent communications skills.
• Motivated, organized, flexible, and proactive.

Benefits

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment. Visit the Benefits section to learn more

Pay

A reasonable estimate of the range for this position is $95,000 to $115,000.

Schedule

This role requires a minimum of four days per week in our Manhattan office to facilitate close collaboration with the TPG Angelo Gordon team.