Senior Tax Associate

A research-intensive investment firm deploying capital across public and private markets on behalf of endowments, foundations, family offices and pensions, is hiring a Tax Associate to join a lean team. This is a broad-exposure seat spanning both hedge fund and private equity structures, working closely with the CFO, operations, and fund accounting teams in a compliance-heavy role that also touches tax planning and trade efficiency.

What you'll do:

• Review and coordinate federal, state, and international tax compliance for investment funds, management entities, and related vehicles


• Review partnership tax returns, K-1s, tax workpapers, investor reporting, and supporting schedules


• Analyze tax treatment of complex investments — private equity, hedge fund strategies, derivatives, structured products, credit, and pass-through entities


• Evaluate new investments from a tax perspective, including entity and transaction structuring


• Partner with external tax advisors and internal investment, legal, accounting, and operations teams on compliance and transaction matters


• Support tax due diligence on acquisitions, dispositions, restructurings, and other significant transactions


• Monitor tax developments and assess their impact on the firm's investment activities and fund structures


• Assist with investor tax reporting and respond to tax questions from internal stakeholders and investors


• Review tax provisions in deal documentation and flag issues for escalation

What we're looking for:

• 4–7 years of tax experience, ideally Big 4 tax manager-level or a strong combo background; PwC experience is a plus


• Solid grounding in a combination of wash sales, straddles, and hedge fund taxation; fund allocation experience is a plus