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About the Role
This role involves working directly with leading hedge fund and private equity firms in the alternative asset industry, providing essential tax services under the guidance of the Tax Director.
Responsibilities
- Prepare and file federal, state, and local partnership tax returns, extensions, and quarterly estimates, along with foreign filings (5471, 8865, 8858, 8621, 926).
- Manage compliance tasks including 1099/1042 reporting, FBAR filings, FATCA (8966), and tax certification forms (W‑8s/W‑9s).
- Handle entity elections by preparing 8832s, calculating tax basis for partnership interests and PFICs, and performing quarterly REIT testing.
- Collaborate with clients by maintaining strong relationships, communicating engagement status, and resolving notices with federal, state, and local jurisdictions.
- Apply tax expertise through multi‑state income tax planning, performing tax research to support positions, and ensuring accurate, timely compliance.
Requirements
- 3–5 years of progressive federal tax consulting and/or compliance experience, either in public accounting or at an alternative asset investment firm.
- Exceptional customer service skills and the ability to build strong client relationships.
- Analytical, technical, and technology skills, with proficiency in basic office software and a high level of accuracy and attention to detail.
- Ability to thrive in a fast‑paced environment, willing to work overtime when needed to meet deadlines.
Skills
- Federal tax consulting
- Federal tax compliance
- Partnership tax returns
- Foreign filings
- 1099/1042 reporting
- FBAR filings
- FATCA
- Tax certification forms
- Entity elections
- Tax basis calculation
- REIT testing
- Client relationship management
- Multi-state income tax planning
- Tax research
- Basic office software proficiency
Work Type
- Hybrid work schedule
Experience Level
- 3-5 years
Education Level
- Bachelor's degree in Accounting
- CPA preferred
- Master's in Taxation preferred
Salary/Compensations
- $89,000 - $100,000
Benefits
- Generous paid time off (4 weeks PTO increasing over time)
- Sick time
- Paid holidays
- 401(k) plan with company match (subject to eligibility)
- Medical insurance
- Dental insurance
- Vision insurance
- Mental health support
- Ancillary insurance plans
- Paid parental leave
About the Company
- IQ-EQ is a global investor services group with deep expertise in private markets.
- They support investment managers, asset owners, and global businesses with administration, compliance, governance, data, and reporting.
- With 6,500+ professionals across 25 jurisdictions, they combine technical strength, connected technology, and human understanding.
- They manage over US$950 billion of assets, serving major private equity and private debt firms.
- Sustainability is integral to their strategy and operations, focusing on long-term stakeholder relationships and reducing environmental impact.
- They foster an inclusive, equitable, and diverse culture.
- Learning and development programs are available to support employee career growth.
- They are committed to growing client relationships and supporting their objectives.