What are the responsibilities and job description for the Tax Senior Associate – Leading Credit Fund position at WhiteCap Search?
Our client, a leading credit fund, is seeking a Tax Senior Associate to support tax compliance and planning for partners and their investment vehicles. This is a hybrid role requiring 3 days in-office and offers a collaborative culture with long-term growth potential.
Job Function
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Job Function
- Manage the receipt, organization, and distribution of information for partners' tax return preparation.
- Prepare books and records for partner-owned investment vehicles.
- Prepare and review quarterly income tax projections and estimated payment calculations.
- Track investment tax basis and ensure accurate reporting.
- Monitor liquidity, fund capital calls, track distributions, and make cash reinvestment decisions.
- Support estate planning, facilitate charitable giving, and manage internal and external deliverables, prioritizing compliance and year-end planning projects.
- Bachelor’s degree in accounting/finance, CPA or CFP a plus.
- 2-5 years of experience in either public accounting or equivalent with concentration in the financial services sector or family office tax, accounting, or operations.
- Proficient Excel knowledge and comfortable with systems and technology.
33223
Salary : $85,000 - $120,000
