Tax Senior Associate - Asset Management & Fund Services

Responsibilities

• Prepare and review complex partnership tax returns, including tiered structures and multi-state filings
• Lead preparation of Schedule K-1s and ensure accurate reporting for fund investors
• Review tax returns prepared by Staff and provide detailed feedback and mentorship
• Prepare and review income tax projections, quarterly estimates, and tax planning strategies for fund clients
• Conduct technical tax research and draft memoranda on issues related to Section 704(b), 754 elections, carried interest, and fund structuring
• Analyze book-to-tax differences and prepare supporting workpapers for fund entities
• Identify and resolve tax issues related to capital contributions, distributions, and waterfall allocations
• Build strong relationships with clients, serving as a trusted advisor on fund-related tax matters
• Communicate professionally with federal and state tax authorities regarding notices and inquiries
• Participate in training and development programs, both as a learner and a facilitator

Qualifications

• CPA or CPA eligibility required
• 4+ years of relevant tax experience, ideally in public accounting
• Strong technical knowledge of partnership taxation, flow-through entities, and fund structures
• Experience with venture capital, private equity, or asset management is highly preferred
• Proficiency in tax software (e.g., GoSystems, CCH Axcess) and Excel
• Excellent communication, project management, and client service skills