Tax Associate

Job Description

Job Description

Direct Hire role with our client south of Pittsburgh, PA.

Workplace Type: Hybrid (3 days in office, 2 day WFH)

Key Responsibilities

Investment & Partnership Tax Support

• Serve as an internal tax associate within an investment firm, supporting tax compliance across partnership and investment entities
• Act as an internal liaison between the firm and a large public accounting firm responsible for preparing federal, state, and local tax returns
• Coordinate the timely delivery of tax data, supporting schedules, and investment documentation to external tax advisors
• Review completed tax returns—primarily Form 1065 and related state filings—for accuracy, completeness, and consistency with internal records
• Ensure tax positions align with partnership agreements, investment structures, and applicable tax regulations

Tax Review, Oversight & Quality Control

• Perform detailed reviews of partnership allocations, K-1s, K-2s and K-3s and investor-level reporting
• Validate tax treatment of income, expenses, capital contributions, and distributions
• Identify discrepancies or inconsistencies and collaborate with external tax providers to resolve issues prior to filing
• Maintain audit-ready documentation and workpapers to support filings and internal review

Entity & Investor Reporting

• Support tax compliance for entities holding private investments, including funds, partnerships, and related operating entities
• Assist in compiling tax information required for investor communications and internal reporting
• Coordinate preparation of 1099s and related tax reporting requirements
• Support corporate tax filings, including Form 1120, and related compliance activities

Cross-Functional Collaboration

• Partner closely with accounting, operations, and front-office teams to gather accurate financial and investment data
• Provide tax-related support and guidance to internal stakeholders
• Assist with special projects related to new investments, entity formations, restructurings, or ownership changes

Deadline & Cycle Management

• Manage multiple tax cycles and filing deadlines, including:
• Primary partnership deadlines (March 15)
• Extended filings and peak activity periods (August–September)
• Track filing status across multiple entities to ensure all returns are completed accurately and on time

 Qualifications

• Bachelor's Degree in Accounting required
• CPA Preferred
• 5+ years of tax experience with a focus on partnership taxation
• Background in public accounting or private investment/asset management environment
• Highly detail-oriented with strong documentation and organizational skills
• Desire for long-term stability within an investment-focused organization

Compensation & Benefits

• Competitive Base Salary based on experience
• Discretionary year-end bonus
• Exceptional Benefits Package