Overview
This role involves serving as a Tax Senior Associate responsible for executing federal and state income tax compliance for over 22,000 funds. The position includes reviewing automated work, preparing and reviewing manual tax filings, resolving exceptions, and addressing investor inquiries. The role also focuses on scaling tax processes through product and process design, requiring a strong understanding of tax laws and data application for tax reporting.
Responsibilities
- Analyze fund activity to determine taxable income across complex venture and fund structures
- Prepare and review partnership and corporate tax returns, including Schedules K-1, for U.S. federal and state filings
- Communicate with limited partners and portfolio companies to resolve tax questions and ensure reporting accuracy
- Identify and implement process and automation improvements to enhance turnaround time, accuracy, and scalability
- Collaborate cross-functionally with engineering and operations teams to design, test, and implement data-driven tax workflows
- Participate in product testing and provide feedback for new systems and tools supporting the tax team
- Serve as a trusted tax service provider, delivering clear communication and reliable execution
Requirements
- 2–4 years of tax experience in the asset management sector, preferably with exposure to Venture Capital or Private Equity funds
- Proven ability to prepare and/or review partnership returns and Schedules K-1, with experience interpreting partnership agreements
- Strong communication skills to manage high-volume investor and portfolio company inquiries professionally
- Familiarity with multi-state and foreign filing obligations, including foreign investor reporting
- Interest or experience in automation, process improvement, or data-driven operations
- CPA or EA designation (or active eligibility) preferred
Compensation & Benefits
- This is a fully remote position available to candidates located anywhere in the United States
- Benefits support employees both inside and outside of work (specific details are provided internally)
Location
- Remote (United States only)