Finance & Banking Associate, Tax Accountant

Eagle Point is an innovative investment manager focused on private credit strategies in inefficient markets, including Portfolio Debt Securities, Regulatory Capital Relief transactions, Infrastructure Credit, Strategic Credit investments and CLO securities. Founded by Thomas Majewski in partnership with Stone Point Capital in 2012, Eagle Point manages over $14 billion on behalf of institutional and retail investors. The firm employs over 120 professionals and is based in Greenwich, CT.

At Eagle Point, we aim to recruit, develop and retain talented professionals while promoting an environment that exemplifies integrity, inclusion, teamwork and respect for others.

This person will provide support to the tax function for private credit funds, public RICs, CLOs, special purpose vehicles, blockers and management companies. The ideal candidate will be well versed on tax issues and concepts as they relate to all aspects of the asset management space, including but not limited to:
Private Equity, Hedge Fund, and Management Company entities.

This role will have exposure to tax compliance, structuring and planning, and cross-collaborate with other groups within the firm (e.g. Investor Relations, Operations, Fund Accounting, Corporate Accounting, Legal, etc.). Responsibilities include but are not limited to:

• 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;
• Analyzing financial information for purposes of fund tax estimates;
• In depth review of international tax reporting such as PFICs and CFCs (Forms 8621 and 5471);
• Coordinate/organize flow-through tax information from various underlying investments;
• Automation and streamlining tax data and processes using AI and Alteryx;
• Calculation of tax basis for underlying investments and partners;
• Preparation/Review of quarterly corporate estimated tax payments;
• Periodically update and review tax memoranda to satisfy ASC 740 documentation requirements;
• Prepare tax documents as requested by PB’s 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 and manage tax notices from IRS and state taxing authorities;
• Preparation of state tax payments: NY, NJ and CT PET Tax and Sales and Use Tax;
• Basic understanding and review of 704c allocations, 754 adjustments;
• Work closely with management accounting to calculate estimates for partners for payments;
• Research complex tax issues and formulate opinions;
• Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.);
• Ad-hoc responsibilities as requested.

• 5+ years of Private / Big 4 experience;
• 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;
• Strong communication skills;
• Fluency with new accounting and tax pronouncements; and
• Strong analytical and creative problem-solving skills and excellent communication skills (both verbal and written).

This position is an in-office position located in Greenwich, CT.

Eagle Point is an equal opportunity employer.