Tax Senior – Private Equity, Credit

HCVT

Tax Senior responsible for investor reporting and compliance for a private equity financial firm in New York City. Collaborating with tax team and managing deliverables related to K-1s and regulatory filings.

Posted 7/13/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $95,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax accounting, including the preparation and review of various tax forms such as K-1s, K-3s, 1042-S, and 8805. Proficient in managing tax compliance processes and collaborating with internal teams and external tax preparers to ensure accurate reporting and compliance.

Highest-signal resume keywords

Tax Accounting ExperienceCPA LicenseFinancial Services ExperienceMicrosoft Office ProficiencyAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

K-1 PreparationK-3 Preparation1042-S Form Management8805 Form ManagementOriginal Issue Discount CalculationMarket Discount CalculationPremium AmortizationTax Return ReviewREIT Compliance TestingTax Provision Process Management

Soft Skills

Strong Organizational SkillsExcellent Communication SkillsTeam PlayerMotivatedFlexible

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

CPA LicenseCPA Exam Parts Passed

Industry Keywords

Public Tax AccountingPrivate Tax AccountingHedge Fund ExperienceBig Four CoordinationPartnership Tax Compliance

About the role

Key responsibilities & impact

Reviewing investor tax deliverables including K-1s and K-3s.
Managing the preparation of 1042-S and 8805 forms for foreign investors.
Drafting quarterly LP tax estimate letters to provide transparency on projected tax liabilities.
Reviewing quarterly and year-end calculations for Original Issue Discount (OID), Market Discount, and Premium Amortization across large portfolios of bonds and mortgage pools to ensure accurate income reporting.
Reviewing federal and state partnership and corporate tax returns.
Managing the extension process across all partnerships, states, and withholding regimes.
Performing quarterly REIT compliance testing and income projections.
Overseeing the quarterly and year-end tax provision process.
Managing internal teams to obtain and analyze books and records across Funds and SPVs.
Coordinating with Big Four tax preparers (PwC, EY, Deloitte).

Requirements

What you’ll need

Minimum of 2 years of public / private tax accounting experience.
Undergraduate/Master’s degree in Accounting or Tax.
Strong attention to detail and strong organizational skills.
Proficiency in Microsoft Office (Word, Excel, PowerPoint).
Financial services or Hedge Fund experience preferred.
Team player and collaborator; excellent communications skills.
Must be motivated, organized, flexible, and proactive.
Must have CPA license or CPA exam parts passed.

Benefits

Comp & perks

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