Tax Analyst

• Collaborate with finance leadership and tax teams to gather and provide accurate data for tax return preparation
• Review and analyze tax returns prepared by external consultants to ensure compliance with investment-related tax regulations
• Partner with financial accounting teams to address investment accounting matters and support the preparation of detailed annual reports
• Monitor, project, and analyze excise taxes related to investment income to ensure accurate tax planning
• Oversee regulatory filings and reporting for both domestic and international jurisdictions, ensuring adherence to all applicable requirements
• Ensure timely completion of audits for investment entities and managed affiliates to maintain compliance and operational efficiency
• Assist in preparing financial statements for investment entities, ensuring accuracy and regulatory compliance
• Support retirement and welfare benefit plan compliance efforts by addressing tax-related matters
• Contribute to risk management by identifying and addressing potential regulatory risks related to investments

• 4+ yrs overall exp. (public or direct industry exp from a firm or admin firm)
• MUST have K-1s via Asset Mgmt., Hedge Funds, Private Equity industry exp. PFICs etc.
• CPA, MST, MBA etc. is a huge +
• Outstanding communication skills for internal/external groups

CPA, MST, MBA etc. is a huge +

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan
• free online training