Senior Tax Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Determine if a fund is subject to filing requirements and assist in the preparation and submission of U.S. federal and state tax returns, including extensions.

• Conduct analyses of taxable income and support compliance for annual partnership and corporate taxes.

• Prepare amended returns (AARs) and assist with reissuance processes.

• Examine transactions that have tax reporting implications, such as installment sales, QSBS, tax-free exchanges, SAFEs, and convertible notes.

• Execute tax-related operational tasks connected to fund accounting, including the recording and reconciliation of transactions from a tax perspective.

• Take responsibility for assigned workflows, ensuring accuracy, timely completion, and transparent communication regarding status and potential risks.

• Collaborate with fund accounting, finance, legal, engineering, and operations teams to collect information and address issues essential for tax compliance and reporting.

• Evaluate and test proprietary systems to ensure accuracy and scalability.

• Identify and execute process enhancements to streamline workflows.

• Assist in documentation efforts as the tax function expands.

⛳️ Requirements

• 2–4 years of experience in accounting, taxation, fund administration, or a related field.

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• Familiarity with federal and state tax principles.

• Interest in partnership taxation and investment fund structures.

• Strong organizational abilities and meticulous attention to detail.

• Capability to handle multiple priorities and deadlines with appropriate guidance and support.

• Ability to recognize issues and escalate as necessary, offering proposed solutions.

• Excellent written and verbal communication skills.

• Proficient in learning and working with new systems and tools.

• CPA eligibility or progress toward certification is a plus, though not required.

🏝️ Benefits

• See additional details on our benefits here.