Senior Tax Accountant
jcw groupNew York (NY)
About the role
Senior Tax Associate – Alternative Investments New York, NYThe Opportunity We're partnering with a leading global alternative asset manager with a significant credit and real estate platform to hire a Tax Senior.
Responsibilities:
- Review investor tax deliverables (K-1s, K-3s) and manage preparation of Forms 1042-S and 8805 for foreign investors
- Draft quarterly LP tax estimate letters and assist with projected tax liability calculations
- Review federal and state partnership returns; analyze books and records across funds and SPVsCoordinate with Big Four and other external advisors, managing information flow and reviewing work product
- Support year-end tax planning, deliverables, and deadlines across internal and external stakeholders
- Assist with investment-related tax research and special projects across the credit platform
- Qualifications2–4 years of tax experience in public accounting and/or financial services
- Bachelor's or Master's in Accounting, Tax, or related field
- Partnership taxation and investment fund experience; exposure to credit, hedge, PE, or real estate strategies preferred
- Familiarity with K-1s, K-3s, withholding, and investor reporting
- Strong analytical, organizational, and communication skills; proficiency in Excel, Word, and PowerPointCPA license or progress toward it (minimum 3 sections passed)
- For more information on this or other tax opportunities, contact kyla.jackson@jcwgroup.com
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
More like this