Tax Associate

We are seeking a highly motivated Tax Associate or Senior Tax Associate to support the tax compliance, reporting, and planning activities for our financial service client. This role is ideal for a professional with 3 + years of Tax accounting experience serving financial services clients who is looking to broaden their exposure within a fund environment.

The position works cross-functionally with accounting, investment, and external advisors to ensure accurate investor reporting, regulatory compliance, and effective tax-related communication.

Key Responsibilities

Fund Tax Compliance & Reporting

• Coordinate with external tax advisors to support federal, state, local, and select international tax filings for investment fund entities
• Oversee the tax return preparation process in partnership with third-party administrators and outside accounting firms
• Review partnership income allocations and supporting workpapers for accuracy and consistency
• Assist in the preparation and review of investor tax reporting, including Schedule K-1s and applicable information returns
• Ensure tax reporting deliverables meet quality standards and regulatory deadlines

Investor & Stakeholder Support

• Address inbound investor inquiries related to fund tax matters, estimates, and reporting positions
• Draft written responses and tax-related explanations for limited partners and co-investors
• Prepare tax-focused communications and supporting materials for internal and external audiences

Collaboration with Accounting & Cash Management

• Partner with fund accounting teams to gather financial data required for tax reporting and compliance
• Support tax-related cash planning activities, including estimates, payments, and withholding requirements
• Assist with state-level tax matters, including analysis of withholding and filing obligations

Investment & Advisory Support

• Work alongside the investment team to evaluate tax considerations associated with new investment structures
• Document tax positions, technical conclusions, and compliance matters for specific investments
• Monitor changes in federal and state tax regulations and assess potential impacts to funds and investors
• Support special projects, research requests, and ad-hoc analyses as needed

Qualifications

Required

• Bachelor’s degree in Accounting, Finance, or a related field
• 3+ years of experience in public accounting, with a focus on financial services, asset management, or investment funds
• Strong understanding of partnership taxation concepts
• Practical experience working with external clients and service providers

Preferred

• CPA license or active progress toward certification is a plus
• Prior exposure to private equity, hedge funds, or alternative investment structures
• Experience with fund administrators and investor reporting cycles

Core Competencies

• Detail-oriented with strong organizational skills
• Ability to manage multiple deadlines in a fast-paced environment
• Strong written and verbal communication skills
• Collaborative mindset with a proactive approach to problem-solving
• Intellectual curiosity and interest in fund tax and investment structures

Equal Opportunity Employer Statement

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, genetic information, or any other status protected by applicable law. All employment decisions are based on business needs, job requirements, and individual qualifications.