Tax Consultant Job at H&CO, New York, NY

M0ROOEhOV3RGNlpwWHhybjVxNTVhQUJSZ3c9PQ==
  • H&CO
  • New York, NY

Job Description

Overview

Our client seeking a Tax Consultant with deep exposure to private markets clients including Private Equity Venture Capital and alternative investment funds . This role will support fund managers portfolio companies and highnetworth investors on complex U.S. tax matters across fund formation operations transactions and exits. The ideal candidate combines strong technical tax knowledge with a practical clientservice mindset and experience operating in sophisticated investment environments.

Key Responsibilities

Fund & Investment Structuring

  • Advise on U.S. federal and state tax considerations for private equity venture capital and private credit funds including domestic and offshore structures

  • Support fund formation and ongoing tax structuring for partnerships LLCs blockers and SPVs

  • Analyze tax implications of capital calls distributions carried interest management fees and GP economics

  • Assist with structuring investments for taxexempt and nonU.S. investors including UBTI/ECI considerations

Compliance & Reporting

  • Prepare or review partnership tax returns (Forms 1065) K1s and related disclosures for investment funds and portfolio entities

  • Support compliance related to TEFRA/BBA partnership audit rules withholding requirements and state filings

  • Assist with investor reporting and tax communications including complex allocation issues

  • Coordinate with fund administrators auditors and internal teams to ensure accurate and timely filings

Transactions & Portfolio Company Support

  • Provide tax diligence and structuring support for acquisitions dispositions recapitalizations and financings

  • Analyze tax implications of entity conversions debt restructurings and exit transactions

  • Advise portfolio companies on federal and state tax matters including entity structuring and operational tax issues

Research & Advisory

  • Research and interpret tax law related to partnership taxation carried interest Section 704(b) 704(c) 1061 and 163(j)

  • Prepare technical memoranda and clientready deliverables summarizing complex tax issues

  • Monitor legislative and regulatory developments impacting private markets and investment funds

Client & Stakeholder Management

  • Serve as a trusted advisor to fund managers CFOs and finance teams

  • Participate in client meetings and contribute to proactive planning discussions

  • Collaborate with legal accounting and investment professionals to deliver integrated solutions

Qualifications

Required

  • Bachelors degree in Accounting Finance Taxation or related field

  • 37 years of experience in public accounting boutique tax advisory or investment management with a focus on private markets

  • Strong knowledge of partnership taxation and passthrough entities

  • Experience working with Private Equity and/or Venture Capital clients

  • CPA and/or Masters in Taxation strongly preferred

Preferred

  • Experience with alternative investment fund structures (onshore/offshore)

  • Familiarity with carried interest rules blocking vehicles and crossborder investment considerations

  • Prior exposure to fund administrators and complex investor bases

  • Advanced Excel skills and experience with tax software platforms

Key Competencies

  • Strong analytical and technical tax skills

  • Ability to translate complex tax concepts into practical guidance

  • Clientservice orientation with strong communication skills

  • Highly organized detailoriented and able to manage multiple engagements

  • Comfortable operating in fastpaced dealdriven environments

Job Tags

Full time

Similar Jobs

Resolution Think

Computer Operator Job at Resolution Think

 ...Resolution Think is seeking a highly professional and skilled Computer Operator to support our Enterprise Service Desk (ESD) Managed Services contract with the Department of Veterans Affairs (VA). This role supports the VAs initiative to enhance the efficiency of its... 

Confidential

Assembler Job at Confidential

 ...Job Title: Assembler I Job Description The Assembler I performs electro-mechanical and clean room device assembly and packaging for medical devices in a regulated production environment. This role relies on strong manual assembly skills, meticulous attention... 

Confidential

Marine Technician Job at Confidential

 ...We are currently seeking a Marine Technician to join our team in Nassau. This is a full-time role with variable working hours, requiring flexibility to meet operational demands. Please note this is a full-time position. However, during the off-peak season when the... 

Mass General Brigham

Clinical Research Coordinator I Job at Mass General Brigham

 ...nurses, business people, tech experts, researchers, and systems analysts to advance our mission...  ...Center for Women's Mental Health is a clinical and research program within the...  ...visit our website: . The research coordinators in our Program are each assigned 1-2 active... 

Premier Staffing Solution

Order Picker Reach Truck Job at Premier Staffing Solution

 ...hiring experienced Order Pickers Cherry Picker Operators and Reach Truck Operators for a travel assignment in Reno NV. This is a hands-on warehouse role requiring strong experience operating elevated lift equipment in a fast-paced environment. Only candidates with...