Tax Lead - Full Service (Self Advised)

📋 Description

• Own end-to-end tax delivery for a growing book of self-advised funds, from information collection
• Review partnership returns and Schedules K-1, including allocations, state filings, and foreign
• Run GP outreach for return signers, partnership representatives, FBAR, and other filing inputs
• Build and maintain the self-advised playbook, and hand recurring operational work to Tax Operations
• Coach Associates and Senior Associates through review notes, training, and workflow management
• Find where AI and automation can replace manual follow-up, and work with Engineering to ship it

🎯 Requirements

• 5+ years of partnership tax experience in public accounting, fund administration, or industry
• Experience reviewing Forms 1065 and Schedules K-1 and interpreting partnership agreements
• A record of managing client or GP relationships where you had to drive outside parties to a deadline
• Working knowledge of multi-state filings and foreign partner reporting (Forms 1042 and 8804/8805)
• Clear written communication, especially when the message is a firm ask
• An instinct to question existing processes and use AI and automation to build better ones

🎁 Benefits

• Fast-paced, entrepreneurial environment
• Mentorship and growth opportunities
• Comprehensive benefits package