Tax Senior

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 work papers, 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 Linked In for a confidential discussion.