Tax Associate

About the Role

Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here, you’ll work with ambitious, high-performing teams built on integrity, candor and collaboration, backed by our market-leading data and technology. We invest heavily in our people and our partners, giving you the platform to enrich lives, safeguard futures and grow your career.

As one of the largest private markets investment firms globally, we provide innovative solutions to institutional and private wealth investors around the world, specializing in flexibility and full-spectrum access. We currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025.

Responsibilities

• Coordinate and oversee third-party tax service providers utilized by the funds
• Review of tax return compliance provided by tax service providers, including manage timely completion of tax returns, K-1 delivery and payments
• Support compliance with global investor tax reporting for FATCA and CRS, ensuring accurate documentation, ongoing monitoring, and proactive remediation of compliance requirements as well as review filings in each jurisdiction
• Manage tax calendars to ensure tax return compliance is timely filed
• Act as tax liaison with outside tax advisors, consultants, auditors, and fund administrators
• Coordinate with internal/external departments to ensure that tax issues, positions, policies and guidelines are documented and implemented correctly and consistently across all funds
• Assist with investor requests and inquiries
• Prepare and maintain tax explanations for investing entities

Qualifications

Must-haves:

• Bachelor’s degree in accounting, finance or related discipline
• 4+ years of related fund tax accounting or tax compliance experience including peer reviewing and interacting with outside service providers
• Experience with reviewing partnership agreements, carried interest calculations and Forms: 1065, 1120, 1120-F, 1042 and 8804
• Strong working knowledge of the private investment fund industry and technical experience including closed end fund Limited Partnership Agreements, investment structures, tax allocations and carried interest provisions, federal withholding rules, state and local compliance, and international provisions
• Demonstrated ability to multitask in a dynamic, fast-paced environment while effectively managing and prioritizing competing demands
• Excellent oral and written communications, analytical and organizational skills are required
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Nice-to-haves:

• Demonstrated ability to identify and recommend process improvements
• Willingness to take initiative, ask thoughtful questions, and contribute ideas to improve team processes
• Eagerness to take ownership of assigned tasks and contribute to team goals
• CPA/MST/MACC/MBA

Benefits

At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.

• Enhancing Your Physical and Emotional Health: Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
• Developing Your Career: Tuition and certification reimbursement programs are available, along with continual education and development trainings.
• Supporting Your Family & Community: Paid time off to volunteer, compensation for referring qualified candidates, adoption reimbursement program, paid time off for new parents and newlyweds, and travel support for nursing parents.
• Safeguarding Your Financial Wellbeing: Retirement program contributions and an employee stock purchasing plan.