Job description

Alternative Path is seeking a detail-oriented and experienced Tax Accounting Analyst to assist one of its clients. This position requires a strong understanding of tax accounting principles, excellent analytical skills, and the ability to work collaboratively with our client’s internal and partner teams. This is an opportunity to join a team-first meritocracy and help grow an entrepreneurial group inside Alternative Path. You will be asked to contribute, given ownership, and will be expected to make your voice heard.

**Tax compliance (75% of time) – ﬁrst level of review/preparation:**

● Prepare year-end federal and state tax estimates for all funds tiering up to partner estimate statements for 5 funds (in-house-Dec-Feb)

● Review externally prepared federal and state extensions, federal, and state tax work papers, and tax returns (e.g., Forms 1065, K-1s, K-2/K-3s, 1120), as well as informational reporting (e.g., Forms 5471, PFICs, UBTI, FDAP, ECI, as applicable) for 20 entities and growing (Mar-Oct)

● Review externally prepared Forms 1099 for 5 funds (Early Jan)

● Calculate and review tax withholding analysis and allocations, including maintaining tax basis on ﬂow-through investments and calculating tax withholdings for capital events (year-round and dependent on capital activity)

● Track and maintain all federal and state tax payments, including the calculation of corporate estimates to ensure timely payments (quarterly)

● Prepare tax provisions (e.g., DTA/DTL calculations) for 3 blocker entities (quarterly)

● Assist in tax planning for prospective new entities (e.g., prepare Forms W-9 and make check-the-box elections where necessary) (year-round, as deal activity arises)

Tax compliance – Admin & Ad hoc:

● Maintain partner information and demographics for all funds

● Own and maintain all tax documents in an orderly and organized manner

● Work closely with in-house Finance team and external tax service teams to streamline workﬂows and increase efficiency

● Assist in ad-hoc tasks/projects (e.g., tax notices, investor inquiries, FIN48 memos)

Financial Reporting and Ad hoc projects (25% of time - will grow over time):

● Assist in quarterly and annual book reporting tasks throughout the year, including but not limited to preparing wire templates, reviewing quarterly financials & partner statement reports, compiling internal performance files, sorting bank statements, preparing line of credit files, and facilitating audit confirmations.

Desired Skills and Experience:

● Candidate must be a Graduate/Postgraduate with good knowledge of tax accounting and finance.

● Candidates must have 4 - 6 years of relevant experience in tax accounting, with a strong understanding of US tax accounting principles.

● Proficient in Microsoft Excel, with experience in financial reporting systems. The candidate is expected to have experience building and working with large data files (Pivots, V- Lookups etc.)

● Detail oriented with fast and exact data collection and validation skills.

● The ability to eﬀectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision making skills, multitask and deliver under tight deadlines; The candidate is a self-starter that thrives on complexity and solution finding.

● The profile involves eﬀective communication across Clients’ facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must.