Senior Tax Associate

Check out the role overview below If you are confident you have got the right skills and experience, apply today.

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. xhyhwjd
• CPA license and/or Master's degree in Taxation.