Tax Associate (Alternative Investment )

Tax Associate (Alternative Investments)

Position Summary:

Key Responsibilities:

Tax Compliance & Review

• Prepare and review U.S. federal and state tax returns for:
• Hedge Funds
• Private Equity Funds
• Venture Capital Funds
• Crypto or Digital Asset Funds
• Alternative Investment Funds
• Asset Management entities
• U.S. Real Estate Funds and Mutual Funds
• Review Forms

  1065, 1120, 1120-RIC, 1120-REIT

  , and related schedules.
• Prepare and review

  Schedule K-1s

  and investor allocation workpapers.
• Ensure proper application of partnership tax rules, including

  704(b)

  allocations,

  754

  elections, and other fund-specific regulations.

Tax Research & Technical Analysis

• Conduct research on partnership and investment fund tax issues.
• Analyze tax implications for new fund structures, investments, and investor-level impacts.
• Support senior team members with technical memos and planning.

Client & Stakeholder Support

• Assist with investor reporting and respond to basic investor tax queries.
• Communicate with internal teams (audit, accounting, operations) to gather information and ensure accurate filings.

Process & Quality Improvement

• Identify opportunities to improve tax processes and workflow efficiency.
• Ensure high-quality workpapers and adherence to firm standards.

Qualifications:

• Bachelors degree in Accounting, Finance, or related field (Masters or MTx is a plus).
• ACA/ CPA or working toward ACA/CPA is preferred.
• 3–5 years of U.S. tax experience, preferably in alternative investments.
• Strong understanding of partnership taxation and fund structures.
• Experience using tax software such as GoSystem or CCH Axcess.

Key Skills:

• Strong analytical and organizational skills.
• Ability to manage multiple assignments and deadlines.
• Strong communication skills and attention to detail.
• Ability to work independently with moderate supervision.
• Exposure to digital asset taxation is a strong plus.