Tax Associate
Core
Support tax compliance and reporting for flagship funds across complex, multi-entity structures including partnerships, corporations, and foreign entities.
Role type
Associate tax professional
Builds
Scalable tax processes and accurate investor tax reporting
Domain
Finance / Investment Management / Tax Compliance
Deliverable
dashboards & analysis
Required skills
Tax compliance, Partnership taxation (Form 1065), Corporate taxation (Form 1120), Fund structure knowledge, Microsoft Excel, Regulatory research (via careerplan.io/jobs/8bcefe9b-6061-4951-96c5-eb9dec3994a1-tax-associate-at-voleon)
Preferred skills
Big 4 or national accounting firm experience, Onshore (U.S.) and offshore (Cayman) fund structures
Responsibilities
Review tax returns, Schedule K-1s, and workpapers; Maintain tax compliance calendars and documentation; Coordinate tax document collection and investor requests; Prepare ad-hoc special projects; Support tax process improvement; Research tax issues and regulatory changes; Assist Fund Accounting team
Seniority
Junior to Mid-level, hands-on IC
