Senior Tax Associate
Core
Support partnership tax compliance and reporting across multiple investment entities in a private equity firm.
Role type
Senior Tax Associate (Private Equity)
Builds
U.S. federal, state, and international tax filings and investor/employee K-1 packages
Domain
Private Equity / Tax Compliance
Required skills
Partnership tax knowledge, K-1/K-3 preparation, regulatory reporting (FBAR, FATCA, CRS), tax calendar management, financial analysis
Preferred skills
Public accounting or large firm training, strong analytical thinking, solutions-oriented mindset
Technologies
Tax software, financial reporting tools
Responsibilities
Analyze financial and tax information to prepare workpapers for returns; Review K-1 and K-3 packages prior to release; Partner with outside tax advisors and fund administrators on filings; Oversee tax calendars and filing deadlines; Assist with regulatory reporting (FBAR, FATCA, CRS); Support investor and employee tax reporting processes; Strengthen internal tax procedures and respond to stakeholder inquiries