Tax Senior Associate (Institutional)
Core
Prepare and review partnership tax returns and K-1s for institutional venture capital and private equity funds.
Role type
Senior IC tax associate (institutional funds)
Builds
Accurate tax returns and K-1s for institutional GPs and LPs
Domain
Institutional finance (venture capital/private equity) + US partnership taxation
Required skills
Partnership tax preparation, Book-to-tax adjustments, Allocation schedules, Multi-state/foreign partner reporting, Trial balance analysis, K-1 generation
Preferred skills
CPA/EA certification, AI/automation process improvement
Technologies
None explicitly stated
Responsibilities
Prepare and review partnership returns and Schedules K-1, Run book-to-tax adjustments from trial balances, Import and validate per-partner allocation schedules, Reconcile prior-year returns for migrating funds, Prepare multi-state and foreign partner withholding filings, Test new platform functionality with Engineering, Evaluate processes for AI and automation opportunities