Analyst, Tax & Family Office

About General Atlantic

General Atlantic is a leading global investor in the private markets with more than four decades of experience providing capital and strategic support for over 540 growth companies throughout its history. Established in 1980, General Atlantic continues to be the dedicated partner to visionary founders and investors seeking to build dynamic businesses and create long-term value. The firm leverages its patient capital, operational expertise, and global platform to support a diversified investment platform spanning Growth Equity, Credit, Climate, and Infrastructure strategies. General Atlantic manages approximately $100 billion in assets under management, inclusive of all strategies, as of October 1, 2024, with more than 900 professionals in 20 countries across five regions. For more information on General Atlantic, please visit: www.generalatlantic.com.

Position Summary

General Atlantic is looking to hire an Analyst to support the Tax and Family Office team, which is responsible for overseeing tax planning, estate planning, insurance, and financial reporting for the Senior Managing Directors (current and former) and their families. The Analyst will work closely in support of all team members and will work across all functional areas, including, but not limited to, tax planning, estate planning, and reporting.

This role will support a range of administrative and analytical tasks within the Tax and Family Office team. Key responsibilities include assisting with the collection and tracking of individual tax data, organizing tax-related documents, supporting the preparation of quarterly reports, managing electronic records retention, liaising with internal and external counterparts, and providing assistance with additional projects as required.

Responsibilities 

• Assist with maintaining annual tax organizers and communicating this data to tax advisors.
• Assist with gathering and organizing quarterly income tax data for estimated tax payments.
• Track and coordinate delivery of notices from IRS and other jurisdictions to tax accountants.
• Perform monthly cash reconciliations of multiple bank accounts for Managing Directors.
• Manage the organization, tracking, and secure storage of electronic files.
• Assist with the preparation of estate tax analysis for quarterly reporting, cash flow planning, and insurance purposes.
• Work with spreadsheet-based models to assist with estate planning decision making.
• Retrieve and organize bank and brokerage statements, outside alternative investment capital account statements, and other financial data for quarterly report preparation.
• Work closely with the Associate of the Tax and Family Office to prepare quarterly reporting, including the input and review of data into Masttro, a digital platform.
• Assist with the tracking of philanthropic pledges and payments.

Qualifications 

• Bachelor’s degree required.
• At least two years of experience in public accounting, finance, or in a family office required.
• Proficiency in Microsoft Office, particularly Microsoft Excel, and Adobe Acrobat required.
• Strong self-starter who is comfortable working in a high-paced, responsive, client-focused environment.
• Excellent collaboration skills and ability to work well within a small team.
• Multitasker with strong communication skills and ability to set priorities and coordinate with team members accordingly.
• Highly organized and detail oriented.
• Curious with a strong desire to learn.

General Atlantic offers a robust reward program to all employees that will support you and your family, maintaining fulfilling, secure and healthy lives now and into the future, which includes but is not limited to medical insurance, retirement savings contributions, mental and physical health resources and an equal pay program that allows you to earn a base salary of $75,000 – 120,000 USD of which the exact amount offered will be driven by the degree to which you meet role requirements, additional special skills and experience.  Additional reward programs, such as annual discretionary bonuses and long-term incentive programs, are available for eligible employees and are offered as recognition for performance and one’s contributions towards the organization’s success.

General Atlantic is an equal opportunity employer and does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

By completing this application, you are consenting to General Atlantic’s processing and use of your personal data. Information on how General Atlantic will use and process your data can be found here: https://www.generalatlantic.com/privacy-notice/