Tax Associate responsible for assisting with preparation, e-filing, and processing of federal and state tax returns for venture capital funds and investment structures. Requires experience with tax filings, high attention to detail, and process automation skills.
79k – 93k/yr
On-siteOther
About the role
Responsibilities
Assist with tax return processing including e-filing and mailing of federal and state filings.
Scan and file federal and state notices as received and maintain notice tracker.
Assist with routing tax-related client inquiries to the relevant federal, state or international tax team members.
Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns.
Support special projects on an ad-hoc basis.
Provide administrative support to tax team leaders.
Work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures.
Leverage technologies to automate processes and gain efficiencies.
Requirements
Experience supporting the preparation and filing of tax returns and IRS e-filings.
High attention to detail: written and quantitative. Confident navigating complex tax structures and documentation.
Organized and calm under pressure; able to manage competing demands on time whilst persevering to solve ambiguous problems.
Interested in working on projects in a fast-paced environment with a supportive team and as an individual.
Experience leveraging technologies to automate processes and gain efficiencies.
Strong critical thinking, problem solving, and decision making skills.
Ability to communicate effectively and multitask to meet multiple deadlines.
Nice-to-Haves
Experience with income tax filing software such as GoSystems Tax RS.
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