Position Summary
Guggenheim Investments is seeking a seasoned tax professional to join its Alternative Investments Tax Team. This position will be responsible for the tax compliance of credit focused private funds (closed end funds, hybrid funds etc.), structured securitization vehicles (CLOs, aircraft financing deals, real estate financing, infrastructure investments), real estate funds, private equity funds and SPVs. While this role is primarily credit focused, this role will have exposure to other products. The selected individual will be smart, diligent, self-motivated and will be excited to broaden their existing experience. The Senior Associate will report to the Head of Product Tax and will sit in our New York City office, full-time.
Responsibilities
- Assume full responsibility for all tax compliance administration for credit focused private funds, real estate funds, private equity funds and SPVs
- Manage and oversee the tax service providers
- Assume full responsibility for all partnership, corporate and other tax engagements
- Review partner tax allocations, tax adjustments, Schedules K-1, and Forms 1065
- Prepare and review tax estimates
- Prepare FIN 48 analysis and review tax related footnotes on the Financial Statements
- Participate in tax planning and monitoring of book vs. tax return differences throughout the year
- Ensure accurate completion of Schedules K-1 and tax filings by applicable deadlines
- Prepare and review written responses to tax notices from various federal and state tax agencies
Qualifications
Basic Qualifications
Bachelor's degree in accountingMinimum of 5 years of experience from big four, a mid-sized public accounting firm, and / or current experience in an asset management firmExperience with private funds is requiredProgress towards obtaining CPAPreferred Qualifications
5 to 8 years of tax experience in the alternative investment industry or at a big four or mid-size accounting firmActive CPA designationStrong technical tax knowledge in dealing with credit productsComprehensive and broad-based experience in federal and state tax law; substantive understanding of tax complianceMust have demonstrated hands-on approach and success in working in a team-based environmentStrong analytical skills and attention to detailsStrong organizational and time management skillsAbility to work independently and collaborativelyWe are not seeking agency assistance with this position
Salary Range
Annual base salary between
$120,000.00-$140,000.00
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.