Tax Senior Associate – Investment Tax

Take Your Tax Career Beyond Public Accounting

Are you a tax professional looking to move beyond the traditional public accounting model?

This is an opportunity to join a sophisticated investment tax team and work on complex structures, transactions, and tax matters across a diverse investment platform. You’ll collaborate with investment, finance, legal, operations, and investor relations professionals while gaining exposure to both compliance and strategic tax matters.

A strong opportunity for a Big 4 tax professional with 3+ years of experience who wants more ownership, broader exposure, and a closer connection to the business.

• Drive the tax compliance process for investment entities, partnering with external advisors and fund accounting teams from preparation through completion.
• Review tax returns, work papers, allocations, estimates, and investor reporting for accuracy and consistency.
• Analyze federal and state tax requirements, withholding, estimated payments, and year-end reporting.
• Help navigate tax questions arising from new investments, transactions, and organizational structures.
• Work directly with advisors and internal teams to research and resolve complex tax issues.
• Support investor-facing tax requests and provide clear explanations of tax information to non-tax professionals.
• Coordinate responses to tax notices, audits, and other government inquiries.
• Build and maintain tax tracking tools, databases, reporting, and documentation.
• Look for opportunities to improve processes and leverage technology and AI to make the tax function more efficient.
• Take the lead on special projects and initiatives as they arise.

• 3+ years of tax experience
  , ideally from a Big 4 or leading public accounting firm; investment management, private equity, credit, or alternative investment experience is a plus.
• Bachelor's degree in Accounting, Finance, or related field
  .
• CPA or JD/LLM preferred.
• Strong understanding of tax compliance and the ability to apply tax concepts to complex situations.
• Excellent Excel skills and strong proficiency with PowerPoint and Word.
• Highly organized with exceptional attention to detail.
• Comfortable managing multiple priorities and owning projects independently.
• Strong communicator who can translate technical tax concepts for non-tax professionals.
• Curious, proactive, and interested in finding better ways to solve problems.

Trade the traditional tax model for a role closer to the investment business. Gain exposure to sophisticated transactions, work directly with senior professionals, and build experience across tax, investments, and strategy
.