Senior Analyst, Tax

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. What You’ll Do 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 Ideal Candidate Background 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 What We Offer Comprehensive medical, dental, and vision coverage Life and disability insurance, plus wellness and family benefits 401(k) with company match Commuter benefits and hybrid work support Tuition reimbursement and professional development support Smart-casual work environment Location: Applicants are expected to work onsite in our New York City office in accordance with our hybrid working policy. Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $105,000 - $120,000 together with the benefits listed above. About ICONIQ ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [ https://www.greenhouse.com/privacy-policy ] and ICONIQ’s Privacy Policies available here [ https://www.iconiqcapital.com/privacy-policies ]. Use of AI in the Application Process 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. Equal Employment Opportunity Statement: 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.

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