Tax Operations Senior Associate

Job Summary

Joining a growing tax team, the fully remote Tax Operations Senior Associate will execute and enhance tax operations processes, including tax documentation, withholding, and information reporting for numerous funds and investors.

Key responsibilities

• Execute core tax operations workflows, including tax documentation and year-end information reporting
• Prepare, review, and reconcile tax withholding calculations to ensure accuracy and compliance
• Collaborate with various teams to support day-to-day execution and continuously improve tax processes

Required qualifications

• 2-5 years of experience in tax operations, information reporting, or a related tax role
• Familiarity with U.S. tax documentation and reporting, including Forms W-8, W-9, and 1099
• Experience executing detailed, process-driven work with high accuracy
• Strong analytical skills with the ability to investigate and resolve operational issues
• CPA, EA, or progress toward obtaining one is preferred