Job Details

Senior Associate, Fund Tax

  2025-11-04     The Voleon Group     Berkeley,CA  
Description:

Overview

Employer Industry: Financial Technology

Why consider this job opportunity:

  • Salary up to $150,000
  • Comprehensive benefits package including medical, dental, and vision coverage, life and AD&D insurance, and a 401(k) plan with company match
  • Generous paid time off with 20 days of vacation and 9 sick days
  • Opportunity to work with internationally recognized experts in machine learning and finance
  • Engaging and collaborative work environment with daily catered lunches
  • Chance to make a significant impact on tax compliance and fund operations

What to Expect (Job Responsibilities)

  • Manage full-cycle U.S. tax compliance for assigned funds and legal entities, including data collection and final return filing
  • Review federal and state tax returns and investor K-1s, ensuring oversight and quality assurance across all filings
  • Respond to investor tax inquiries with clear and well-written communication
  • Collaborate with fund accounting and operations teams on recurring processes and ad-hoc tax-related requests
  • Conduct monthly ASC 740 assessments and review PTET tax withholding calculations within tight deadlines

What is Required (Qualifications)

  • 4-6 years of experience in hedge fund tax compliance and reporting
  • Demonstrated expertise in partnership taxation (Subchapter K) for hedge funds
  • Deep understanding of IRC provisions applicable to hedge funds
  • Solid experience in preparing and reviewing tax forms, including PFICs and CFCs
  • Bachelor's degree in economics, finance, accounting, tax, or a related field

How to Stand Out (Preferred Qualifications)

  • Prior experience with Big 4 or top-tier accounting/tax advisory firms in asset management tax
  • Advanced abilities in Microsoft Excel
  • Knowledge of both onshore (U.S.) and offshore (Cayman) fund structures
  • Proactive approach in identifying tax planning opportunities

#FinancialTechnology #TaxCompliance #CareerOpportunity #CompetitivePay #ExpertCollaboration

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.

We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

#J-18808-Ljbffr


Apply for this Job

Please use the APPLY HERE link below to view additional details and application instructions.

Apply Here

Back to Search