Fund Solutions, Senior Tax Associate

Key Responsibilities

• Work with third-party service providers to oversee K-1 compilation and support the accuracy and completeness of tax documents gathered and analyzed for tax returns and K-1s.
• Perform detailed reviews of tax workpapers, allocations, fund K-1s, and tax returns prepared by third-party providers.
• Review partner demographic information for accuracy and completeness.
• Aid in collecting and tracking tax documents from fund managers related to CA’s investments in private equity and hedge funds, in coordination with CA’s tax advisor.
• Communicate with fund managers regarding questions related to tax documents.
• Review federal, state, and international tax notices and coordinate with internal teams and external tax advisors to resolve notices and facilitate any required payments to tax authorities.
• Assist with federal and state tax audits, as applicable.
• Participate in regular meetings and communicate with external vendors to support timely delivery of tax compliance work.
• Maintain and update trackers, keep the Tax Manager informed of progress, and escalate concerns or obstacles to support timely completion of the tax lifecycle.
• Perform tax research across federal, state and local, and international tax matters, and stay current on regulatory and tax law developments affecting the funds.
• Support senior management and take on additional tasks or projects as needed as part of the broader Fund Solutions team.

Qualifications

• 5+ years of public accounting or tax experience, with hedge fund and private equity industry experience strongly preferred.
• Bachelor’s degree in accounting, finance, tax, or a related field.
• CPA and/or MST preferred.
• State and local or international tax experience is a plus.
• Shows enthusiasm for leveraging automation and AI tools to simplify and streamline tax workflows, improve accuracy, and enhance team efficiency and scalability.
• Demonstrated integrity, accuracy, dependability, enthusiasm, and confidentiality.
• Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.