Partnership Tax Specialist

About the role

We are seeking a Partnership Tax Specialist to support the tax operations and reporting for a fast‑growing investment management firm. The role offers direct exposure to complex partnership structures, private investment activities, and collaboration with finance, investment, and external tax teams.

Key responsibilities

• Support tax compliance and reporting for the management company and its affiliated investment entities.
• Assist with partnership allocations, K‑1 coordination, and investor tax reporting processes.
• Track and maintain investment activity related to direct and co‑investment strategies.
• Partner with external tax advisors during quarterly and annual filings.
• Prepare schedules, reconciliations, and workpapers for partnership and entity‑level reporting.
• Coordinate with finance and investment teams on capital activity, distributions, and transactions.
• Improve internal processes, reporting workflows, and data management for tax operations.
• Participate in ad‑hoc analysis for new investment structures, tax planning, and special projects.

Required profile

• 1–4+ years of experience in partnership tax.
• Exposure to partnership structures, investment entities, or alternative asset management environments is preferred.
• Strong analytical mindset with the ability to manage multiple priorities.
• Detail‑oriented, organized, and comfortable in a dynamic environment.
• Bachelor’s degree in Accounting, Finance, or a related field preferred.

Required skills

• Advanced Excel and data‑management capabilities.