Tax Operations Senior Associate

Tax Operations Senior Associate

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Tax Operations Senior Associate based in the United States.

About the role

Our partner is seeking a detail-oriented tax operations professional to help support and optimize tax compliance processes within a modern investment platform. In this role, you will combine technical tax expertise with operational execution to manage tax documentation, withholding, and reporting across a large portfolio of funds and investors. Working alongside tax, accounting, operations, engineering, and cross-functional teams, you will contribute to scalable process improvements and automation initiatives. This position is ideal for someone who enjoys solving complex operational challenges, thrives in a fast-paced environment, and is passionate about leveraging technology to improve efficiency and accuracy.

Responsibilities

• Execute tax operations workflows involving tax documentation, withholding, intermediary allocations, and year-end information reporting.
• Prepare, review, and reconcile tax withholding calculations to ensure compliance with applicable regulations and reporting requirements.
• Manage tax documentation, including Forms W-8, W-9, W-8IMY, 1099, 1042-S, and 8805, ensuring accuracy and timely processing.
• Investigate and resolve tax notices by conducting research, gathering supporting documentation, and coordinating with internal stakeholders.
• Monitor tax reporting deadlines, identify exceptions, and escalate compliance risks when necessary.
• Collaborate with tax, fund accounting, operations, engineering, and offshore teams to support daily tax operations and continuous process improvements.
• Document operational procedures, participate in system testing, and contribute to automation and workflow optimization initiatives.
• Identify opportunities to improve operational efficiency through technology, process enhancements, and scalable solutions.

Requirements

• 2-5 years of experience in tax operations, fund administration, public accounting, financial services, or a related tax environment.
• Strong knowledge of U.S. tax documentation, withholding, and information reporting processes.
• Experience working with tax forms such as W-8, W-9, W-8IMY, 1099, 1042-S, and 8805.
• Excellent attention to detail and experience performing highly accurate, process-driven work.
• Strong analytical and problem-solving skills with the ability to investigate and resolve operational issues independently.
• Ability to manage multiple priorities and meet deadlines in a dynamic, fast-paced environment.
• Excellent written and verbal communication skills with the ability to collaborate effectively across cross-functional teams.
• Interest in continuous improvement, automation, and leveraging AI or technology to streamline operational processes.
• CPA, Enrolled Agent (EA), or progress toward obtaining a professional tax credential is preferred.

Benefits

• Fully remote position available across the United States.
• Opportunity to work with an innovative investment operations platform supporting thousands of funds and investors.
• Collaborative, remote-first culture focused on continuous learning and operational excellence.
• Exposure to cross-functional teams spanning tax, accounting, engineering, and operations.
• Opportunities to contribute to automation, technology adoption, and process innovation.
• Comprehensive employee benefits designed to support personal well-being and professional growth.
• Inclusive workplace committed to diversity, equity, and equal employment opportunity.