Senior Tax Accountant

New York, NY

Job Description

Partnership/Individual/Trust/Foundation tax returns: 

  • Prepare tax work papers for outside tax preparers. 
  • Assist with gathering tax estimates and preparing income estimates. 
  • Work with outside tax preparers on extensions. 
  • Initial review of trust and partnership tax returns. 
  • Assist with the review of high-net-worth individual and foundation tax returns. 
  • Communicate edits to outside tax preparers. 
  • Input K-1s into rolling estimate tax work paper for quarterly estimates. 
  • Download and save K-1s from fund websites/portals. 
  • Track K-1/1099s received. 
  • Calculate and track section 704(c) adjustments for redemptions from partnership. 
  • Prepare tax allocations work paper for allocation of partnership income. 


Other Tax Related: 

  • Track tax basis for various investments and partners. 
  • Coordinate with outside tax preparers for rolling tax basis. 
  • Calculate potential tax gains on future asset sales. 
  • Liaison with outside preparers about tax notices received. 
  • Assist with research of tax-related questions from senior management. 
  • Work closely with Director, Tax and CFO. 
  • Research/calculate tax basis on ad hoc investments. 



  • Bachelor’s degree in accounting and CPA are preferred. 
  • 3-5 years Public Accounting experience focusing on tax. 
  • Prior hedge fund and/or exposure to Investment funds/portfolios preferred. 
  • Ability to multi-task and meet deadlines. 
  • Demonstrated analytical skills. 
  • Attention to detail. 
  • Excellent research skills and ability to apply learned knowledge appropriately. 
  • Advanced proficiency in Microsoft Excel. 
  • Excellent verbal and written communication skills. 
  • Collaborative and team oriented. 
  • In order to build productive relationships across the organization and to ensure effective collaboration, this role requires in-person presence in accordance with the organization’s hybrid schedule of working in the office three days per week. 

Family Office


$125,000 - $150,000

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