Tax Analyst


Date: Mar 25, 2023

Location: Richmond, VA, US

Company: New York Life Insurance Co


Location Designation: Remote 


Apogem Capital is a leading alternatives investor, with decades of experience investing in the middle market and approximately $39 billion in assets under management. By offering a full range of capital solutions, Apogem delivers innovative solutions to private equity sponsors and portfolio companies while generating access to highly sought-after opportunities for our clients. With offices in New York, Chicago, and Richmond, we pride ourselves on attracting and retaining the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive benefits. Bring your passion for investing, client service, or operations to grow with Apogem.


We are currently seeking a Tax Analyst who will reporting into the Vice President. The Tax Analyst will have ownership of a wide range of functions covering domestic and international tax compliance with specific emphasis for the following:



  • Collaborate with outside tax preparer / fund administrator for tax reporting purposes
  • Review tax information and workpaper compiled by outside tax preparer / fund administrator
  • Participate in tracking partnership/partner tax bases
  • Compile tax data and assist in provision of reports and work papers to tax preparer in support of the federal, state and foreign income tax returns
  • Analyze financial statements/trial balance and perform security/debt investment analysis to determine the proper tax treatment and tax adjustments
  • Perform interim year partnership projections and allocations to assist the Fund’s investors and the Firm’s partners with making quarterly estimated tax payments
  • Assist with responding to investor requests



  • Must have 2-5  years tax experience from a reputable CPA firm and/or relevant industry experience
  • Must have understanding of private equity and/or hedge fund structures (master-feeder, mini-master, and fund-of-funds)
  • Must have knowledge of private fund tax accounting concepts including partnership tax accounting, tax allocations, management fees and incentive fees.
  • Must be self-motivated and have the ability to perform under tight deadlines with minimal supervision
  • Very strong communication and interpersonal skills; ability to build rapport with internal and external counterparties
  • Strong Excel skills
  • CPA preferred, but not must
  • Big 4 experience a plus







Salary range: 70000-85,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 


Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.



Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of

 Job Requisition ID: 88546






Nearest Major Market: Richmond

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