Tax Associate Overview • The Tax Associate will support the tax function for private credit funds, public RICs, CLOs, and management companies. • Collaborate with various internal teams, including Investor Relations, Operations, Fund Accounting, and Legal, to ensure tax compliance and planning. • Provide expertise in tax issues related to asset management, including private equity and hedge fund entities. • Join a fast-growing investment management firm managing over $14 billion in assets. • Leverage advanced tools such as AI, Alteryx, and Microsoft Power BI for tax data automation and streamlining. • Gain exposure to international tax reporting, including PFICs and CFCs, and complex tax research. • Contribute to a collaborative environment promoting integrity, inclusion, teamwork, and respect for others. • Hybrid work arrangement offering flexibility and professional growth opportunities. Tax Associate Key Responsibilities & Duties • Review tax work papers, allocations, and various tax forms, including K-1s, 1065s, and 1120-RIC. • Analyze financial data for fund tax estimates and international tax reporting requirements. • Coordinate tax information flow from underlying investments and manage FATCA and CRS reporting. • Automate and streamline tax processes using AI and Alteryx tools. • Prepare and review quarterly corporate estimated tax payments and state tax filings. • Respond to tax notices and manage new entity formation processes, including SS-4 applications. • Research complex tax issues, formulate opinions, and update tax memoranda for ASC 740 documentation. • Collaborate with management accounting to calculate partner payment estimates and address withholding issues. Tax Associate Job Requirements • Bachelor of Science degree with a strong academic record; Master's in Tax preferred. • Minimum of 5 years of experience in private or Big 4 tax environments; 8 years preferred. • Certified Public Accountant (CPA) designation preferred. • Proficiency in Microsoft Office applications, particularly Excel, and familiarity with automation tools. • Knowledge of international tax reporting, including PFICs and CFCs, and tax compliance processes. • Strong analytical, problem-solving, and communication skills, both verbal and written. • Experience leveraging AI tools like Copilot and ChatGPT for tax data management. • Ability to stay updated on evolving tax laws, proposals, and strategies.