A highly respected investment-focused organization is seeking a Senior Tax Associate to join its growing tax team. This is a unique opportunity for a tax professional with a strong public accounting background to transition into a sophisticated in-house environment supporting investment partnerships, private capital structures, and complex investor reporting.
The role offers exposure to partnership taxation, investment fund structures, investor reporting, and technical tax matters while working alongside experienced professionals in a collaborative and highly regarded organization. For candidates interested in investment management, private equity, partnerships, and complex pass-through structures, this is a rare chance to gain specialized experience that can significantly accelerate a tax career.
- Work for one of the region's most respected investment organizations
- Exceptional reputation, culture, and employee retention
- Exposure to private equity funds, partnership taxation, and investment structures
- Opportunity to work directly with experienced tax, accounting, and operations professionals
- Strong track record of internal promotion and career advancement
- Sophisticated technical work without traditional public accounting busy-season demands
- Competitive compensation, bonus potential, and outstanding benefits
- Opportunity to expand technical expertise while gaining broader exposure to investment management operations
Key Responsibilities
- Coordinate partnership tax compliance and reporting for investment partnerships and related entities
- Support the preparation and review of Forms 1065, Schedule K-1s, K-3s, and related investor reporting
- Reconcile tax reporting to financial statements, capital accounts, investments, and supporting schedules
- Review investor activity, allocations, contributions, distributions, and ownership changes
- Maintain tax workpapers, reporting schedules, compliance calendars, and supporting documentation
- Respond to investor and advisor inquiries related to tax reporting and partnership allocations
- Research partnership tax issues and assist with technical tax projects
- Partner with accounting, operations, and external advisors to improve reporting processes, controls, and efficiency initiatives
If you are interested in learning more about this opportunity or other accounting and finance openings, email Jim Meade at Robert Half or connect with Jim on LinkedIn for a confidential discussion.
- Bachelor's degree in Accounting or related field
- 3+ years of public accounting tax experience
- Strong experience with pass-through entities, partnerships, or closely held businesses
- Experience preparing or reviewing Forms 1065 and Schedule K-1s
- CPA or progress toward CPA certification preferred
- MST or MAcc a plus
- Advanced Excel skills
- Strong analytical, organizational, and communication skills
- Ability to manage multiple deadlines and work independently
