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Tax Associate
| Company | ICONIQ Capital |
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| Location | New York, NY, USA |
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| Salary | $130000 – $150000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- Moderate understanding of tax law and accounting for ICONIQ funds
- 4+ years of relevant tax experience in a public accounting or asset management environment
- Knowledge of investment fund tax accounting concepts, such as partnership tax accounting, tax allocations, management fees, and carried interest
- Strong proficiency in Excel and PowerPoint
- Interpersonal communication skills, both written and verbal
- Strong academic track record with a minimum of bachelor’s degree
Responsibilities
- Ensure the correct operation of the ICONIQ funds and holding structures
- Coordinate with tax advisors and fund administrators to ensure accuracy and completeness of tax returns, underlying tax documents, K-1s, and other relevant tax filings
- Understand UBTI, ECI, new tax legislations, state and local considerations, and how it interacts with client concerns and tax structures
- Support ongoing compliance under the various AEOI regimes (FATCA, CRS)
- Proactively identify tax risks/areas and help manage efficiently and effectively
- Maintain relationships with external tax and legal service providers
Preferred Qualifications
- Experience with multi-tiered fund structures, including SPVs and blockers preferred
- Experience with data analytics and performance reporting tools a plus
- CPA certification is preferred
