Tax Associate

Hamilton Lane•Conshohocken, PA

3d•Onsite

About The Position

The Associate will serve as one of the primary operational contacts for funds. The candidate must have an understanding of partnership tax and compliance. In addition, the position requires assisting the team with assigned duties and organizing special projects. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.

Requirements

Bachelor’s degree in accounting, finance or related discipline.
4+ years of related fund tax accounting or tax compliance experience including peer reviewing and interacting with outside service providers
Experience with reviewing partnership agreements, carried interest calculations and Forms: 1065, 1120, 1120-F, 1042 and 8804
Strong working knowledge of the private investment fund industry and technical experience including closed end fund Limited Partnership Agreements, investment structures, tax allocations and carried interest provisions, federal withholding rules, state and local compliance, and international provisions
Demonstrated ability to multitask in a dynamic, fast-paced environment while effectively managing and prioritizing competing demands.
Excellent oral and written communications, analytical and organizational skills are required
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice To Haves

Demonstrated ability to identify and recommend process improvements.
Willingness to take initiative, ask thoughtful questions, and contribute ideas to improve team processes
Eagerness to take ownership of assigned tasks and contribute to team goals
CPA/MST/MACC/MBA.

Responsibilities

Coordinate and over-see third-party tax service providers utilized by the funds
Review of tax return compliance provided by tax service providers, including manage timely completion of tax returns, K-1 delivery and payments
Support compliance with global investor tax reporting for FATCA and CRS, ensuring accurate documentation, ongoing monitoring, and proactive remediation of compliance requirements as well as review filings in each jurisdiction
Manage tax calendars to ensure tax return compliance is timely filed
Act as tax liaison with outside tax advisors, consultants, auditors, and fund administrators
Coordinate with internal/external departments to ensure that tax issues, positions, policies and guidelines are documented and implemented correctly and consistently across all funds
Assist with investor requests and inquiries
Prepare and maintain tax explanations for investing entities