Investment Fund Tax Senior Associate

Role:

• Serve as a trusted tax advisor responsible for the review and oversight of fund tax workpapers, partner allocations, and partnership filings, including Forms 1065 and Schedule K-1, as well as related corporate and informational returns.
• Provide technical analysis of financial data to support fund-level tax estimates and partner tax projections, ensuring accuracy and alignment with applicable tax regulations.
• Advise on and oversee international tax compliance matters, including PFIC and CFC reporting (Forms 8621 and 5471), and interpret related regulatory requirements.
• Coordinate and review flow-through tax information from underlying investments, including the calculation and maintenance of partner and investment tax basis.
• Guide entity structuring and formation considerations, while ensuring compliance with FATCA/CRS requirements and proper tax documentation for withholding and reporting obligations.
• Collaborate closely with accounting teams to advise on partner tax estimates and quarterly tax payments, and represent the tax function in responding to IRS and state tax authority inquiries.
• Identify opportunities to enhance tax processes, implement automation solutions, and provide technical research and guidance on complex or evolving tax matters.

Qualifications:

• 4 - 8 years of Tax within the Private sector / Big 4
• Strong academic record, Masters in tax preferred
• Certified Public Accounting (CPA) designation preferred

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