Senior Tax Associate
Core
Prepare partnership tax returns and Schedules K-1/K-2/K-3 for over 2,500 SPVs and Funds using technology automation, while advising cross-functional teams on tax planning and compliance.
Role type
Senior Tax Associate (Public Accounting background)
Builds
Automated tax return preparation systems and tax compliance processes for private market investment vehicles
Domain
Private Markets / Venture Capital / Tax Compliance
Required skills
Partnership tax return preparation, Thomson Reuters tax software, PE/VC client experience, 1065 and Schedule K-1/K-2/K-3 expertise, K-1 footnote drafting, tax law interpretation, tax memo writing
Preferred skills
Fintech startup experience, CPA or Enrolled Agent license, Forms 5471/8865/1042 experience
Technologies
Thomson Reuters tax software
Responsibilities
Prepare partnership tax returns and Schedules K-1/K-2/K-3 for 2,500+ SPVs; Research complex tax questions and interpret tax laws; Respond to customer inquiries regarding tax documents; Liaise with Product team to map investment events to tax software; Advise cross-functional teams on tax planning; Respond to tax notices and audits
Seniority
Senior, hands-on IC