Tax Operations Senior Associate

Overview

A growing fund administration organization is seeking a Tax Operations Senior Associate to join their tax team. This role involves executing and improving tax operations processes across thousands of funds and investors on a modern investment platform. The position combines technical tax knowledge with operational execution and focuses on building scalable, efficient tax workflows.

Responsibilities

• Execute core tax operations workflows, including tax documentation (Forms W-8, W-9, W-8IMY), intermediary allocations, withholding, and year-end information reporting (Forms 1099, 1042-S, and 8805)
• Prepare, review, and reconcile tax withholding calculations and reporting to ensure accuracy and compliance
• Investigate and resolve tax notices by gathering supporting documentation, researching issues, and coordinating with internal teams
• Monitor reporting deadlines, identify exceptions, and escalate issues impacting tax compliance or delivery timelines
• Collaborate with tax, fund accounting, operations, engineering, and offshore teams to support day-to-day execution and continuously improve tax processes
• Document procedures, assist with testing system enhancements, and identify opportunities to simplify, automate, and improve tax workflows

Requirements

• 2–5 years of experience in tax operations, information reporting, public accounting, fund administration, financial services, or a related tax role
• Experience with U.S. tax documentation, withholding, and information reporting, including familiarity with Forms W-8, W-9, W-8IMY, 1099, 1042-S, or 8805
• Ability to execute detailed, process-driven work with a high degree of accuracy
• Strong analytical and problem-solving skills to investigate and resolve operational issues
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Strong written and verbal communication skills with the ability to collaborate across teams
• A mindset to question existing processes and leverage AI and automation to improve workflows
• CPA, EA, or progress toward obtaining one is preferred

Compensation & Benefits

• Remote-first position available for candidates located in the United States or Canada
• Benefits supporting employees both inside and outside of work

Location

• Fully remote within the United States or Canada

Equal Opportunity

This employer is an equal opportunity organization and values diversity. They do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.