2027 StepStone Tax Summer Analyst

StepStone Group•San Diego, CA

5d•Hybrid

About The Position

The StepStone Tax Team is responsible for tax compliance and reporting across all asset classes at the fund level. The team is based in La Jolla, with some members working out of the New York office. We work closely with outside vendors including EY, PwC and Deloitte. As a Tax Summer Analyst you’ll be part of a collaborative and high-performing team that supports StepStone’s tax compliance and reporting functions. This internship is designed to provide meaningful exposure to real-world tax processes, mentorship from experienced professionals, and the opportunity to contribute to impactful projects.

Requirements

Undergraduate student currently pursuing a degree in Accounting, Finance or Taxation
Strong organizational skills and attention to detail
Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future
Graduate in December 2027 to summer 2028
GPA of 3.2 or above
High proficiency in MS Word, Power Point and Excel
Demonstrated track record of academic success
Excellent written and verbal communication skills
Team player and strong work ethic
Candidates must be at least 18 years old to apply.

Responsibilities

Compiling and distributing tax withholding forms
Assisting with the review of FATCA/CRS reporting
Reviewing partner data inputs from Investor Services to ensure accurate reporting on the K-1s
Creating a database of LP questions and standard responses to provide to Investor Services
Communicating with the IRS and state jurisdictions to confirm available credits and resolve issues
Coordinating the sharing of information between Fund Accounting and the tax vendors for the preparation of tax estimates
Performing other ad hoc projects that reflect the broader needs of the Firm