Private Equity Senior Tax Associate | Ideal for Big 4 Asset Management Tax CPA Ready to Go In-House
Robert Half · New York, New York, United States
FULL TIMEpermanent
Job Description
Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.
Are you a CPA in Big 4 or top public accounting Asset Management / Financial Services Tax looking to make your first move in-house?
Join one of the most established private equity firms in New York in a high-visibility, 2-person tax team with broad exposure across private equity funds, co-investments, GP entities and the management company.
This is an ideal opportunity for a strong Tax Senior or newly promoted Manager who wants to leave public accounting without giving up technical complexity, while gaining broader ownership and eventually moving into transaction and structuring work.
If interested- Apply here & send your resume to
Why this mattersMove in-house at a highly established private equity platformWork directly with an experienced Tax Director in a lean 2-person teamGain exposure across funds, co-investments, GPs and the management companyWork directly with Big 4 advisors, fund administrators and international counselBuild beyond traditional compliance into broader tax planning, deals and structuringClear growth path toward Tax ManagerHigh visibility with senior finance leadershipEnjoy 100% paid medical, dental, and vision coverage, a 401(k) match, hybrid schedule (4 days onsite in Midtown East, remote August), and firmwide breaks during Thanksgiving and Christmas.
Who you are:Approximately ~3-6+ years of tax experience with PE clientsCPA requiredBig 4 or strong national public accounting background preferredPrivate equity, asset management, hedge fund or other partnership tax experienceStrong understanding of Form 1065, K-1/K-3, partnership allocations, basis and tax estimates
Nice to have:Exposure to PTET and multistate partnership complianceInternational / foreign investor reporting experience is a plusComfortable working both strategically and hands-onStrong communicator who raises issues early, asks questions and takes ownershipDetail-oriented, responsive and able to operate effectively in a very lean team
Relevant technical exposureExperience with some combination of:Forms 1065, 5471, 926, 8865 and 8621K-1 and K-3 reviewPartnership basis and allocation workFederal and state tax estimates / PTETW-8 documentation and foreign investor classificationsFATCA, CRS and FBAR reportingCoordination with external tax advisors and fund administrators
Why you’ll like it hereThis is not a narrow tax compliance seat.
You will initially stay close to the details, but because the team is so lean, you will gain exposure to virtually every part of the tax function. xzbcwsv Over time, the role can expand into more complex planning, transactions and structuring work.
Why you’ll like it hereStrong benefits including 100% employer-covered medicalFlexible PTO and remote weeks built around firm downtimeEntrepreneurial, low-ego team that values accuracy, initiative, and growth
Want a real exit from public accounting without losing the technical side of tax? Apply here and send your resume to
Details
| Company | Robert Half |
| Location | New York, New York, United States |
| Type | FULL TIME |
| Niche | general |
| Experience | permanent |

