Tax Senior Associate
Job description:
Prepare and review of complex Form 1065 with primary focus on Private Equity, Hedge Funds & Fund of Funds structures and their related schedules.
Book-to-tax adjustments, partner allocations, and capital account analysis.
Handling complex partnership structure and multi-tier allocations.
Supporting federal and state compliance requirements.
Performing technical tax research and documenting conclusions.
Coordinating with engagement teams to ensure quality and timely delivery
Guiding and mentoring tax associates through continuous learning and development.
Requirements
Qualifications & Experience:
Bachelor’s & master’s degree in commerce or Accounts (B.Com/BBA/M.Com/MBA). Enrolled Agent/CPA is a plus.
3–5 years of US Partnership tax experience (Form 1065).
Exposure to the investment funds market (Private Equity / Hedge Fund / Fund of Fund) is a must.
Prior Big4 experience is an advantage.
Detail-oriented professionals with strong analytical and communication skills.
Comfortable working across teams and managing multiple deadlines.
Software:
Proficiency with Microsoft Office Suite (Outlook, Excel, Word, PowerPoint, SharePoint, Teams, OneDrive).
Proficiency working with tax software like CCH, GoSystem Tax RS, OneSource, SurePrep, UltraTax.