Tax Associate

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

📋 Description

• Directly report to Voleon’s Tax Manager.

• Assist in the tax function for Voleon’s primary funds involving intricate, multi-entity structures.

• Conduct initial reviews of tax returns, Schedule K-1s, workpapers, and supplementary schedules prepared by external advisors.

• Summarize and highlight items for the Tax Manager's review.

• Maintain the tax compliance calendar, trackers, and supporting documentation for all entities.

• Identify deadlines for annual filings, registrations, and tax notices.

• Coordinate the collection, tracking, and review of tax documents and associated investor requests.

• Prepare ad-hoc special projects and tax-related inquiries from investors.

• Facilitate tax process enhancements through automation, documentation, and internal knowledge sharing.

• Research tax issues and regulatory updates pertinent to current and prospective funds.

• Provide support to the Fund Accounting team during the off-peak tax season.

• Collaborate with colleagues in Finance, Legal, Accounting, and Operations.

⛳️ Requirements

• 1–3 years of tax experience, ideally at a Big 4 or national accounting firm.

• Strong working knowledge of federal and state income tax compliance for partnerships (Form 1065) is preferred.

• Corporate tax experience (Forms 1120) is advantageous.

• Solid understanding of partnership taxation and related reporting requirements.

• Experience with both onshore (U.S.) and offshore (Cayman) fund structures is a plus.

• Proficient in Microsoft Excel.

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

• Authorization to work in the United States.

🏝️ Benefits

• Highly competitive compensation and benefits packages.

• Technology talks by industry experts.

• Contemporary modern office environment.

• Daily catered lunches.

• Medical, dental, and vision coverage.

• Life and AD&D insurance.

• 20 days of paid time off.

• 9 sick days.

• 401(k) plan with company matching.

• Bonus compensation.