Senior Tax Associate, Private Equity Funds

Brown Investment Advisory & Trust•Baltimore, MD

22h•Onsite

About The Position

Brown Advisory is seeking a detail-oriented Senior Tax Associate, Private Equity Funds, for its Baltimore office. The role supports the private equity fund complex and focuses on partnership tax compliance and investor tax reporting across multiple private equity funds and fund families. The successful candidate will work closely with Fund Operations and external tax preparers to deliver accurate, timely partnership returns, Schedules K-1 and K-3, and related investor tax information. This is an operational role focused on delivering tax reporting to investors and filing tax returns.

Requirements

3–5 years of experience in fund administration, public accounting, or an in-house investment management tax function.
Bachelor's degree in accounting or a related field.
Strong Excel skills and ability to review and reconcile large volumes of fund and investor information.
Excellent communication, organizational, and analytical skills; strong attention to detail and ability to manage competing deadlines.
Ability to commute regularly to the Baltimore office.
Must be authorized to work in the United States without the need for current or future employer-sponsored work authorization.

Nice To Haves

MAcc or MST.
CPA license or progress toward CPA certification.
Experience with partnership tax compliance and Schedules K-1; private equity fund tax experience is strongly preferred.
Familiarity with partner capital accounts, tax allocations, Schedules K-3, and state partnership reporting.

Responsibilities

Coordinate federal and state partnership tax compliance for assigned private equity funds and fund families, including Forms 1065 and related filings.
Support annual Schedule K-1 and K-3 production, from collecting underlying data through review, finalization, and timely delivery to investors.
Work with Fund Operations and outside preparers to reconcile tax reporting to fund financial statements, NAV packages, partner capital accounts, and underlying investment K-1s.
Review investor contributions, distributions, transfers, ownership changes, and income allocations for accurate partner-level reporting.
Maintain fund and investor tax data, workpapers, compliance calendars, K-1 trackers, and outstanding information requests across multiple reporting deadlines.
Coordinate responses to investor tax questions, K-1 corrections, and requests from internal teams and external tax advisors.
Research partnership tax issues and help strengthen reporting processes, data quality, controls, and opportunities for automation.

Benefits

Competitive compensation package, including full benefits.
Medical, dental, and vision coverage.
Wellness program participation incentive.
Financial wellness program.
Fitness event fee reimbursement.
Gym membership discounts.
Colleague Assistance Program.
Telemedicine Program for colleagues enrolled in Medical.
Adoption Benefits.
Daycare late pick-up fee reimbursement.
Basic and voluntary Life and Accidental Death & Dismemberment Insurance.
Short Term Disability.
Paid parental leave.
Group Long Term Disability.
Pet Insurance.
401(k) with 50% employer match up to the IRS limit and four-year vesting.
Discretionary performance bonus and additional discretionary long-term incentive compensation.