Tax Counsel - New York


: $162,550.00 - $162,550.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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Jefferies Tax Department is expanding to support the Firm s continued growth and diversification. The Firm seeks a highly motivated individual who will work closely with the Managing Director overseeing tax for the Firm s alternative investment businesses.

Responsibilities Include:

  • Assisting with day-to-day advisory coverage of the alternative investments business. This includes (i) working closely with manager to advise various hedge fund and private equity front office contacts on the taxation of financial products and various transactions, (ii) coordinating with external advisors in respect to non-US tax matters, (iii) performing research and special projects and communicating findings to manager through written memos, and (iv) staying up to date on tax law and industry developments.
  • Working on new fund formations by (i) advising on tax aspects of fund structures, (ii) evaluating various tax elections (including tracking election deadlines and where applicable preparing elections), (iii) commenting on tax aspects of legal documents (including partnership agreements, offering documents, trading agreements, etc.), and (iv) when necessary, assisting with the preparation of initial tax forms, withholding statements and self-certifications (FATCA, CRS).
  • Advising on capital markets transactions within the firm s alternative investments and merchant banking platforms. This includes (i) assisting with tax due diligence, (ii) assessing the US tax treatment of a transaction, (iii) coordinating with external advisors in respect to the non-US tax treatment of a transaction, and (iv) commenting on tax aspects of transaction documents.
  • Assisting team members with the management of external tax preparers and fund administrators in order to timely deliver K-1s to investors, and timely file income tax returns. This includes (i) researching and/or consulting with outside tax counsel on substantive tax issues that arise, (ii) evaluating and drafting memos in respect to tax positions for FIN 48 purposes, (iii) working with internal and external accounting teams, as well as (iv) when necessary, reviewing partnership federal and multi-state income tax returns and work papers prepared by external tax preparers.


Experience and Skills Required:

  • J.D. with 2-3 years of experience in the tax department of a law firm. LL.M. in Tax a plus.
  • Excellent written and verbal communication skills.
  • Attention to detail and excellent organizational skills.
  • Proficiency with online tax research tools (e.g., RIA Checkpoint or BNA).

by Jobble

Associated topics: annuities, bond, broker dealer, commodities, fiduciary, financial, purchase, risk, securities broker, s p * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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