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Senior Tax Associate

Job in New York, New York County, New York, 10261, USA
Listing for: JCW Group
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Tax Accountant, Financial Analyst
  • Accounting
    Tax Accountant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: New York

We are partnered with a leading investment firm seeking a Senior Tax Associate to join their growing tax team. This role will focus on partnership tax compliance and reporting across hedge fund, credit, and/or private equity structures. The position offers strong exposure to complex fund structures, senior leadership visibility, and long-term growth potential within a collaborative in-house environment.

Position Overview

The Senior Tax Associate will support the preparation and review of partnership tax returns and related reporting for the firm’s investment vehicles and management entities. This is an excellent opportunity for a tax professional with 2–4 years of partnership experience looking to transition into (or continue growing within) the asset management space.

Key Responsibilities
  • Assist in the preparation and review of federal, state, and local partnership tax returns (Form 1065)
  • Support the preparation and review of Schedule K-1s and investor reporting
  • Coordinate with external service providers and administrators
  • Analyze complex partnership allocations, capital accounts, and waterfall structures
  • Assist with quarterly tax estimates and investor tax inquiries
  • Support tax planning initiatives and structuring for new funds or transactions
  • Partner cross-functionally with finance, legal, and operations teams
Qualifications
  • 2–4 years of partnership tax experience
  • Experience servicing hedge fund, credit, or private equity clients strongly preferred
  • Background in public accounting (Big Four or reputable mid-size firm preferred)
  • Strong understanding of partnership allocations and capital account mechanics
  • CPA (or actively pursuing) preferred
  • Highly detail-oriented with strong communication skills

For more information regarding this position or other tax opportunities, please reach out to

#J-18808-Ljbffr
Position Requirements
10+ Years work experience
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