What are the responsibilities and job description for the Tax Associate position at Landing Point?
Company Overview:
A boutique alternative asset manager focused on income-oriented credit strategies is seeking a Tax Associate to support tax reporting and compliance across multiple investment vehicles.
Job Responsibilities:
The post Tax Associate appeared first on Landing Point.
A boutique alternative asset manager focused on income-oriented credit strategies is seeking a Tax Associate to support tax reporting and compliance across multiple investment vehicles.
Job Responsibilities:
- Review tax work papers and allocations for Fund Partnership K-1s, 1065s, and state returns
- Review of Forms 1120, 1120-F, 1120-RIC, Forms 1042, Forms 8805, and Forms 1099
- Analyze financial information for fund tax estimates
- In-depth review of international tax reporting, such as PFICs and CFCs (Forms 8621 and 5471)
- Coordinate and organize flow-through tax information from various underlying investments
- Automate and streamline tax data and processes using AI and Alteryx
- Calculate tax basis for underlying investments and partners
- Prepare and review quarterly corporate estimated tax payments
- Update and review tax memoranda to satisfy ASC 740 documentation requirements
- Prepare tax documents for withholding issues
- Manage FATCA and CRS reporting
- Manage new entity formation process, including preparation of Form SS-4 applications, Form 8832, W-8/W-9
- Respond to and manage tax notices from the IRS and state taxing authorities
- Understand and review 704c allocations, 754 adjustments
- Work closely with management accounting to calculate estimates for partners for payments
- Research complex tax issues and formulate opinions
- Stay updated on the ever-changing tax landscape
- Handle ad-hoc responsibilities as requested
- Strong academic record, Masters in tax preferred
- Certified Public Accounting (CPA) designation preferred
- Proficiency in Microsoft Office applications with an emphasis on Excel
- Experience leveraging AI (Copilot, ChatGPT, etc)
- Knowledge of automation tools, Alteryx, and Microsoft Power BI preferred
The post Tax Associate appeared first on Landing Point.
Salary : $120,000 - $175,000