Senior Tax Analyst

This position will report to the Vice President, Tax and is responsible for the tax compliance of ICONIQ’s private funds, both on the Family Office and Merchant Bank/Growth businesses.  This Senior Analyst position will be involved in direct communications with internal teams and external investors.  As well as working closely with our administrators, and tax preparers and advisors.  Although the role is primarily involved in the tax reporting and compliance, this opportunity provides exposure to all areas of the tax function – including tax due diligence and structuring at the investment level, fund structuring, investor diligence questions, and strategic planning firmwide.  

• →Support the end-to-end tax compliance process for private funds and related entities
• →Review and prepare federal, state, and local tax filings, including investor reporting
• →Partner with external service providers to ensure accurate and timely filings
• →Maintain tax records across fund entities and management company structures
• →Assist with investor tax inquiries and reporting needs
• →Contribute to foreign reporting and withholding requirements
• →Collaborate with internal teams on tax estimates and planning initiatives
• →Identify and help resolve tax-related issues across the platform

• 2+ years of tax experience in public accounting or a related industry role
• Experience with partnership tax and fund structures preferred
• Understanding of federal and state tax compliance frameworks
• Exposure to venture capital, private equity, or alternative investments is a plus
• Ability to collaborate across finance, legal, and investment teams
• Interest in leveraging AI tools to improve workflows and productivity

We expect candidates to be fluent in using AI tools to enhance their work. You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.

We care most about how you think, what you’ve personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.

Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.

We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.