This role provides broad exposure across investment partnership taxation, fund tax compliance, tax structuring, allocations, and domestic and international tax matters. A leading global alternative asset manager is seeking an Assistant Vice President, Tax to support a sophisticated multi-asset investment platform.
Numbers & Facts
Location
Berkeley Heights, NJ
Description
ABOUT THE ROLE
A leading global alternative asset manager is seeking an Assistant Vice President, Tax to support a sophisticated multi-asset investment platform. This role provides broad exposure across investment partnership taxation, fund tax compliance, tax structuring, allocations, and domestic and international tax matters.
The ideal candidate will have a strong public accounting foundation serving hedge fund, private equity, or alternative asset management clients, with significant exposure to partnership taxation.
RESPONSIBILITIES
Review book-to-tax calculations, tax allocations, federal and state tax returns, and Schedule K-1s.
Support tax compliance across investment and feeder fund structures, including partnerships, corporations, and other investment vehicles.
Coordinate with fund accounting, financial reporting, external tax advisors, and third-party administrators.
Review investment activity and identify potential tax implications associated with acquisitions and dispositions.
Support new fund and product launches, including tax structuring and modeling.
Analyze investment and trading activity for tax adjustments, including wash sales, constructive sales, and straddles.
Research complex domestic and international tax matters.
Support federal, state, and international tax audits and respond to tax authority inquiries.
Assist with tax matters related to co-investment and other investment products.
Respond to investor and Limited Partner tax inquiries and due diligence requests.
Partner with Finance and other internal teams on tax-related initiatives.
Identify tax risks and opportunities to improve processes, controls, and reporting efficiency.
QUALIFICATIONS
Bachelor s degree in Accounting, Finance, Business, or a related field.
Approximately 3 7+ years of relevant tax experience.
Strong public accounting background, ideally from a Big 4 or other large national accounting firm.
Experience serving hedge funds, private equity funds, or alternative asset management clients.
Strong investment partnership and partnership tax experience preferred.
Experience with tax allocations, K-1s, and investment fund structures.
Understanding of federal and multi-state tax compliance.
CPA or advanced degree preferred.
Strong analytical skills with the ability to work with complex financial and tax data.
Excellent written and verbal communication skills.
Ability to operate effectively in a fast-paced investment environment.