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

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  • 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 high‑net‑worth 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, client‑service 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 tax‑exempt and non‑U.S. investors , including UBTI/ECI considerations

Compliance & Reporting

  • Prepare or review partnership tax returns (Forms 1065) , K‑1s, 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 client‑ready 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

  • Bachelor’s degree in Accounting, Finance, Taxation, or related field

  • 3–7+ years of experience in public accounting, boutique tax advisory, or investment management , with a focus on private markets

  • Strong knowledge of partnership taxation and pass‑through entities

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

  • CPA and/or Master’s in Taxation strongly preferred

Preferred

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

  • Familiarity with carried interest rules, blocking vehicles, and cross‑border 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

  • Client‑service orientation with strong communication skills

  • Highly organized, detail‑oriented, and able to manage multiple engagements

  • Comfortable operating in fast‑paced, deal‑driven environments

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