Senior Investment Tax Strategist

Description

Are you a detail-oriented and driven professional with a passion for transforming the private investment market? If you thrive in a dynamic, fast-paced environment and are eager to make a meaningful impact, we'd love to hear from you!

Responsibilities

• Analyze taxable income for various investment vehicles and collaborate with team members to provide valuable tax insights on business transactions.
• Assist the VP of Finance with compiling partnership tax returns and reviewing financial records.
• Provide expert advice and solutions to clients on tax-related matters.
• Define product requirements for automating tax return and compliance processes for funds.
• Support audit processes and ensure client records are accurate and up-to-date.
  
  

Qualifications

• Strong desire to understand and navigate the evolving alternative investment space and client challenges.
• Adaptable with a collaborative spirit, working effectively with product, operations, finance, and legal teams.
• Excellent organizational skills and a keen eye for detail.
• CPA certification required.
  
  

Benefits

• Flexible work schedule with options for in-office or remote work.
• Equity offering.
• Comprehensive healthcare package.
• Positive work culture with ample opportunities for growth.
  
  

Commitment to Diversity & Inclusion

We are dedicated to creating a diverse and inclusive environment. We do not discriminate against candidates or clients based on any protected class. We focus on evaluating candidates based on their knowledge, skills, and abilities. Our goal is to open doors and change lives by embracing diversity and fostering a strong, innovative team.

Employment Type: Full-Time