Role responsibilities
The Tax Operations Senior Associate will execute and improve core tax operations processes across thousands of funds and investors. This includes managing tax documentation, withholding, reporting, and compliance workflows.
Requirements
Candidates should have 2-5 years of experience in tax operations or a related field, with a strong understanding of U.S. tax documentation and reporting. Strong analytical skills and the ability to manage multiple priorities in a fast-paced environment are essential.
Key skills
Tax Documentation, Withholding, Information Reporting, Analytical Skills, Problem-Solving, Collaboration, Communication, Process Improvement, Automation, Financial Services, Public Accounting, Fund Administration, U.S. Tax Regulations, Forms W-8, Forms 1099, CPA
Keywords
Tax Operations, Tax Documentation, Withholding, Information Reporting, Forms W-8, Forms W-9, Forms 1099, Forms 1042-S, Forms 8805, Fund Administration, Financial Reporting, Compliance, Portfolio Management, Operational Execution, Process Improvement, Automation, CPA, EA