Senior Associate
Core
Delivering a full range of U.S. tax services to hedge fund clients, including preparation and review of tax returns in compliance with federal and state laws.
Role type
Senior Associate, U.S. Tax Services
Builds
Tax returns and compliance reporting for hedge funds and related financial structures
Domain
Financial Services / Hedge Funds / U.S. Taxation
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
U.S. federal, state, and local tax law expertise; hedge fund strategy knowledge (long/short equity); hedge fund structure experience (master-feeder, mini-master, fund-of-funds); financial services taxation (wash sales, QDI, PFIC, Section 1256, NPCs, Section 988, constructive sales, straddles); aggregate tax allocations; taxable income and partner tax allocation calculations; GoSystem Tax RS proficiency; Microsoft Excel, Word, Sharepoint, Teams proficiency
Preferred skills
Post-graduate degree in finance/accounting/commerce/statistics or MBA; U.S. CPA or IRS Enrolled Agent qualification
Technologies
GoSystem Tax RS, Microsoft Excel, Microsoft Word, Microsoft Sharepoint, Microsoft Teams
Responsibilities
Prepare U.S. federal, state, and local income tax returns for partnerships; supervise and mentor junior staff; perform detailed self-review of work for accuracy and completeness; provide accurate and timely reporting of client deliverables
Seniority
Senior, hands-on IC