Apply on Employer Site

Neuberger Berman · 1 day ago

Senior Associate - Tax

New York, NY

Full-time

Hybrid

Mid, Senior Level

$110K/yr - $140K/yr

5+ years exp

Neuberger Berman is a leading investment management firm seeking a Senior Associate in Tax to join their corporate tax department. The role involves preparing tax provisions, managing tax journal entries, and coordinating with external firms to ensure compliance with tax regulations.

BankingBusiness DevelopmentFinanceFinancial Services

Culture & Values

No H1B

Responsibilities

Prepare consolidated and separate company income tax provision, tax disclosures and related income tax footnotes, in accordance with ASC 740

Prepare multi-state, inclusive of NYC unincorporated business tax, calculations for flow-through entities

Prepare and post monthly booking of tax journal entries for both Corporate 1120 entities and partnership 1065 entities

Prepare quarterly tax estimates, and review externally prepared tax extensions across corporate and partnership filing groups

Prepare monthly gross receipts income taxes, filings, and payments

Maintain detailed support for deferred tax balances, tax payable/receivable balances, schedule M’s, FIN48 balances, and other tax accounts

Gather underlying data and prepare detailed schedules to supply information requests to external services providers (Big 4) to facilitate tax return filings

Assist with the review of externally prepared Schedules K-1 allocations process

Prepare quarterly tax distribution for three large equity programs

Coordinate with big 4 firms on matters such as: Maintenance of tax filings inventory, tax calendar, processing tax payments, and other misc. tax operations/tracking matters

Manage IRS and State notices by liaising with big 4 firms and help with gathering underlying data and drafting responses to tax audit inquiries

Perform analytics of financial reporting and assist with special projects as needed

Qualification

CPATax accounting (ASC 740)Big 4 tax experienceAsset Management experienceExcel proficiencyAnalytical skillsProblem-solvingAttention to detailSelf-starter

Required

Bachelor's degree in accounting or equivalent (CPA or EA highly preferred)

5-7 years of big 4 tax experience preferred

Asset Management experience required (public and private experience preferred)

Proficiency in the taxation of corporations, consolidated entities, partnerships, and other flow-through entities including reviewing 1120 RIC, 1065 tax returns, including Schedule K-1

Excellent working knowledge of tax accounting (ASC 740) and US tax compliance required

Big 4 public accounting firm strongly preferred

Advanced proficiency with Excel; advanced modeling/process automation experience is a plus

Demonstrated problem-solving ability

Highly analytical and resourceful with the ability to work in a fast-paced environment

Strong focus on details, reviewing own work, and documentation substantiation

Able to research and model the effects of tax planning proposals and/or changes in circumstances and laws

Self-starter with ability to manage and prioritize multiple tasks simultaneously

Self-motivated to learn about a broad variety of tax disciplines as well as the asset management business