Senior Tax Associate

About the Company

An established investment management firm is seeking a Senior Tax Associate to join its finance organization.

About the Role

This individual will help oversee tax compliance and investor reporting across a diverse portfolio of domestic and international investment vehicles. The role involves coordinating with external tax specialists, reviewing investor-related tax documentation, monitoring regulatory developments, and enhancing the efficiency of existing tax processes. The ideal candidate has a strong foundation in partnership taxation, experience working with complex investment structures, and the ability to manage multiple reporting requirements in a deadline-driven environment.

Responsibilities

• Coordinate tax compliance activities for a range of domestic and international investment entities.
• Oversee external providers responsible for preparing and submitting tax returns across federal, state, local, and foreign jurisdictions.
• Review investor tax deliverables, including partnership tax schedules and international investment reporting requirements.
• Manage tax documentation and information reporting processes, including investor certifications, withholding documentation, and regulatory registrations.
• Work with fund administrators and brokerage partners to monitor withholding tax rates and related reporting requirements.
• Maintain organized tax records, reconciliations, and supporting schedules for internal reviews and external audits.
• Monitor legislative and regulatory developments, evaluate their implications, and assist with resolving tax notices and compliance issues.
• Collaborate with Finance, Accounting, Legal, and third-party advisors to address tax matters and meet reporting deadlines.
• Identify opportunities to streamline workflows, improve reporting accuracy, and leverage technology to strengthen tax operations.

Qualifications

• 3–5 years of relevant tax experience gained in public accounting, investment management, or an alternative investment environment.
• Working knowledge of domestic and international tax compliance for partnerships, corporations, and investment vehicles.
• Familiarity with partnership taxation, investor tax reporting, PFIC requirements, FATCA/CRS, and U.S. withholding tax filings.
• Experience coordinating with external tax advisors and managing multiple deliverables across reporting periods.
• Strong analytical, organizational, and project management skills, with exceptional attention to detail.
• Ability to prioritize competing deadlines while working independently and collaborating across teams.
• Interest in tax technology, process automation, and operational improvements.
• Strong written and verbal communication skills, with a high degree of professionalism and discretion.
• Bachelor’s degree in Accounting, Finance, or a related discipline; CPA license and/or Master’s degree in Taxation is a plus.

Required Skills

• Strong foundation in partnership taxation.
• Experience working with complex investment structures.
• Strong analytical, organizational, and project management skills, with exceptional attention to detail.
• Ability to prioritize competing deadlines while working independently and collaborating across teams.
• Strong written and verbal communication skills, with a high degree of professionalism and discretion.

Preferred Skills

• Experience gained in public accounting, investment management, or an alternative investment environment.
• Interest in tax technology, process automation, and operational improvements.
• CPA license and/or Master’s degree in Taxation.