- Manage the preparation and review of the annual and quarterly income tax provision calculations and relevant SEC financial statement disclosures
- Manage and review AlTi's federal, state, and local tax compliance, including engaging and coordinating with third party advisors to ensure timely and accurate filings
- Coordinate federal and state tax inquiries, including examinations and audits with taxing authorities
- Manage the Tax Receivable Agreement liability
- Review partnership allocations and capital accounts
- Work with Financial Planning and Analysis to forecast distributions and dividends and project future capital needs
- Develop processes to create operational efficiencies and mitigate risks in the tax function
- Assist the Head of Tax in identifying and executing tax strategies and overall tax planning for the company and relevant products
- Bachelor's degree in Accounting or related/equivalent experience; CPA license strongly preferred
- 10+ years of tax experience in an in-house role and/or national accounting firm
- Comprehensive knowledge of GAAP accounting principles, especially ASC 740
- Knowledge of corporate and partnership tax technical issues, including 704(b) and 704(c) capital account regulations
- Experience with driving and completing multiple workstreams effectively
- Excellent analytical and complex problem-solving skills
- Strong verbal and written communication skills and the ability to work well with team members in various roles throughout an organization
- Attention to detail and highly organized
- Highly collaborative and proactive
- Preferred Experience
- Experience with analyzing tax issues in public companies, family offices, and strategic alternatives
- Experience with SPAC transactions, the Up-C structure, and Tax Receivable Agreements
- Experience working with global financial services tax issues
- Experience with implementing technological and operational solutions to improve tax processes
Tax Director - New York, United States - AlTi Tiedemann Global
Description
Company Description
AlTi Tiedemann Global ("ALTi") is a NASDAQ listed global wealth and alternatives manager, in the business of turning powerful ideas into high-performing strategies and solutions. The firm currently manages or advises on over $68bn in combined assets and has an expansive network with over 490 professionals across three continents.
Whether our clients are individuals or institutions, foundations or family-led businesses, we offer a connected ecosystem of advice, solutions and innovative investment opportunities from across our global network.
We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.
Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in ten countries on four continents, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
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Job Description
Reporting to the global Head of Tax, AlTi is seeking a tax professional who will take a lead role in managing the tax compliance and income tax provision processes and assist with corporate and product related tax planning and advisory initiatives within AlTi's tax function.
Job Responsibilities
Requirements
With respect to positions in our New York Office, the expected base salary ranges from $175,000 - $215,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, and education. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus