Tax Associate

Overview

This role supports the tax function for the organization’s flagship funds across complex, multi-entity structures. You will assist with tax compliance, coordinate with external advisors, support fund-level tax reporting, and help build scalable tax processes as the function evolves. Work will be closely integrated with Finance, Legal, Accounting, and Operations, with exposure to partnerships, corporations, and foreign entities used across the flagship funds.

Responsibilities

• Perform first-level review of tax returns, Schedule K-1s, workpapers, and supporting schedules prepared by external advisors; summarize and flag items for Tax Manager review
• Assist in maintaining the tax compliance calendar, trackers, and supporting documentation across all entities; proactively flag deadlines for annual filings, registrations, and tax notices to ensure timely, accurate compliance
• Coordinate the collection, tracking, and review of tax documents and related investor requests
• Prepare ad-hoc special projects and tax-related requests from investors with accuracy and timeliness
• Support tax process improvement through automation, documentation, and internal knowledge to increase efficiency
• Research tax issues and regulatory changes relevant to existing and future funds
• Support the Fund Accounting team on various tasks during the off-peak tax season

Requirements

• 1–3 years of tax experience, preferably at a Big 4 or national accounting firm
• Strong working knowledge of federal and state income tax compliance for partnerships (Form 1065) preferred; corporate (Forms 1120) experience is a plus
• Strong understanding of partnership taxation and related reporting
• Experience with both onshore (U.S.) and offshore (Cayman) fund structures is a plus
• Strong Microsoft Excel skills
• Bachelor’s degree in Accounting, Tax, Finance, Economics, or a related field
• Authorization to work in the United States

Preferred Qualifications

• Experience with partnership taxation and related reporting
• Experience with corporate (Forms 1120)
• Experience with onshore (U.S.) and offshore (Cayman) fund structures

Compensation & Benefits

• Compensation range: $100K - $120K
• Competitive compensation and benefits package
• Technology talks by experts
• Modern office environment
• Daily catered lunches

Location

Authorization to work in the United States is required.