Tax Senior Associate- Alternative Investments jobs in United States
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Guggenheim Investments ยท 2 days ago

Tax Senior Associate- Alternative Investments

Guggenheim Investments is seeking a seasoned tax professional to join its Alternative Investments Tax Team. This position will be responsible for the tax compliance of various investment funds and structured vehicles, ensuring accurate tax filings and compliance with federal and state regulations.

FinanceFinancial ServicesVenture Capital

Responsibilities

Assume full responsibility for all tax compliance administration for credit focused private funds, real estate funds, private equity funds and SPVs
Manage and oversee the tax service providers
Assume full responsibility for all partnership, corporate and other tax engagements
Review partner tax allocations, tax adjustments, Schedules K-1, and Forms 1065
Prepare and review tax estimates
Prepare FIN 48 analysis and review tax related footnotes on the Financial Statements
Participate in tax planning and monitoring of book vs. tax return differences throughout the year
Ensure accurate completion of Schedules K-1 and tax filings by applicable deadlines
Prepare and review written responses to tax notices from various federal and state tax agencies

Qualification

Tax compliancePrivate funds experienceCPA designationFederal tax lawState tax lawAnalytical skillsOrganizational skillsTeam collaborationTime management

Required

Bachelor's degree in accounting
Minimum of 5 years of experience from big four, a mid-sized public accounting firm, and/or current experience in an asset management firm
Experience with private funds is required
Progress towards obtaining CPA

Preferred

5 to 8 years of tax experience in the alternative investment industry or at a big four or mid-size accounting firm
Active CPA designation
Strong technical tax knowledge in dealing with credit products
Comprehensive and broad-based experience in federal and state tax law; substantive understanding of tax compliance
Must have demonstrated hands-on approach and success in working in a team-based environment
Strong analytical skills and attention to details
Strong organizational and time management skills
Ability to work independently and collaboratively

Company

Guggenheim Investments

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Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners.

Funding

Current Stage
Late Stage

Leadership Team

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Anne Walsh
Chief Investment Officer of Guggenheim Partners Investment Management
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Robert Zable
Global Head of CLOs and Liquid Loans at Guggenheim Investments
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