CareerPlan

Sr. Tax Accountant

New York, NY, USFull-time2026-10-23 → 2026-11-09
No visa sponsorship

Core

Support tax compliance and reporting for multiple fund entities, including partnerships, corporations, and offshore structures.

Role type

Senior Tax Associate (Investment Management)

Builds

Tax filings and investor tax reporting for hedge fund entities

Domain

Finance / Tax Compliance

Required skills

Partnership taxation, K-1 preparation, PFIC reporting, FATCA/CRS compliance, Multi-jurisdictional filings, Withholding tax (1042/1042-S), Forms W-8/W-9/1099 review

Preferred skills

Experience in investment management, hedge funds, or Big Four/national public accounting

Technologies

None stated

Responsibilities

Coordinate preparation and timely filing of federal, state, local, international, and indirect tax filings; Review investor tax reporting including Schedule K-1s, PFIC reporting, and FATCA/CRS compliance; Review tax documentation and information reporting forms including W-8s, W-9s, 1099s, and GIIN registrations

Seniority

Senior, 3–6+ years experience