Tax Lead - Full Service (Platform-Advised Funds)

📋 Description

• Review complex partnership returns and Schedules K-1, including tiered funds, blockers, and carried
• Apply §704(b), §704(c), and partnership agreement waterfall provisions, and confirm allocations
• Review §754/§743(b) adjustments, PFIC reporting (Form 8621), withholding (Forms 1042 and
• Validate new system builds with Engineering by defining expected results and testing them
• Coach Associates and Senior Associates through review notes and training
• Find where AI and automation can reduce manual review, and work with Engineering to ship it

🎯 Requirements

• 5+ years of partnership tax experience in public accounting, fund administration, or industry
• Review experience on complex Forms 1065 and Schedules K-1
• Hands-on experience with §704(b)/§704(c) allocations and carry waterfalls
• Working knowledge of foreign partner withholding, PFIC, and multi-state filings
• Clear written communication, including tax positions for non-tax readers
• An instinct to question existing processes and use AI and automation to build better ones

🎁 Benefits

• Competitive base salary, benefits, and equity package