Senior Tax Specialist

$95,000 - $140,000/Yr

Arch - New York, NY

Full-time - Mid Level

New York, NY

Accommodation

About the position

As a Senior Tax Specialist at Arch, you will manage complex financial data, ensure tax compliance for clients, prepare tax documents, and communicate effectively across various teams. This role focuses on improving Arch's tax offerings and leading data quality initiatives related to tax documents, acting as a liaison among Operations, Sales, Product, and Support teams.

Responsibilities

• Act as a liaison between Operations, Sales, Product, and Support teams to ensure alignment on tax-related client requirements, product capabilities, and project deliverables.
• Coordinate with different teams within the company to ensure tax considerations are integrated into business operations.
• Streamline communication channels to address tax considerations effectively throughout the tax year.
• Stay updated on changes in tax legislation and assess their impact on our clients and our company.
• Have knowledge in tax documents pertaining to alternative investments and how they affect tax implications including, but not limited to: K-1, K-3, PFIC, 5498, 1099, 1099-R, etc.
• Use specific knowledge to improve and inform Arch's tax offering.
• Run our 1099 program: Coordinating receipt of 10's of thousands of 1099s across multiple institutions.
• Lead our data quality initiatives with respect to tax document collection and processing, including coordination and development of internal data checks and providing training on best practices.
• Serve as point of contact for clients, resolving tax related inquiries and providing exceptional service.
• Own proactive tax outreach to fund managers, coordinating follow up, and ensuring information is properly maintained and updated in our database.

Requirements

• 3-5 years of experience in tax compliance, audits, and reporting for complex organizations.
• Proficiency using Excel.
• Experience working with High Net Worth Individuals (HNWIs) and/or Single Family Offices, or familiarity with tax considerations in the alternative investment industry.
• Proven experience in fund accounting, preferably with a background in a Big 4 accounting firm or family office/multi-family office setting.
• Strong analytical and problem-solving abilities with attention to detail.
• Strong communication skills and the ability to build and maintain relationships with key stakeholders.

Nice-to-haves

• Experience working at a large accounting firm.
• CPA certification with demonstrated expertise in tax implications within financial operations.
• Familiarity with the alternative investment industry and the mechanics of investing in private equity, hedge funds, and private companies.

Benefits

• Strong team support and collaboration.
• High impact work with real responsibility from day one.
• Opportunities for learning across various functions of the company.
• Strong product market fit and low churn rates.
• Community and camaraderie within the team.