We’re working with a New York-based investment management firm on the hire of a Tax Accountant in a role that bridges the asset management platform and the founder’s family office.
This is a key position within a complex structure, supporting the flow of tax, allocations and reporting from the underlying entities through to management and ultimately into the founder’s wider family office affairs.
The role is primarily tax-led, with some exposure to books and internal accounting, but the core focus is on tax filings, structuring and ensuring everything flows correctly across the platform.
THE ROLE
This is an internal tax and compliance role with a strong accounting interface, focused on partnership, corporate and cross-border reporting obligations across the management company and wider family office structure.
Responsibilities:
• Broad in-house tax work across investment management structures and related entities
• Internal tax and compliance responsibilities across partnership, corporate and cross-border reporting
• Working across downstream structures, including bookings, cost allocations and carry
• Oversight and preparation support for tax filings and reporting, including K-1s
• Foreign partner reporting, including Forms 8804, 8805 and 8813
• Exposure to international filings such as Forms 8865 and 5471
• Involvement in transfer pricing
• Supporting the flow of information up to manager-level entities and ultimately into the founder’s family
office
• Exposure to tax structuring and the family’s broader tax position
• Some interaction with books and internal accounting, though the role remains primarily tax-focused
REQUIREMENTS
The team is open to candidates from a range of backgrounds, including public accounting, in-house tax, fund tax, partnership tax, family office tax or related environments.
• Strong tax compliance and reporting experience
• The ability to operate effectively within a complex structure and get up to speed quickly
• Experience across one relevant area of the platform, with the ability to step into a broader role
• An understanding of transfer pricing
• Comfort working in a role that is primarily tax-focused, with some accounting interface
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