Tax Associate

Responsibilities

• The role offers exposure to compliance, investor tax reporting, advisor coordination, and tax projects within a growing and dynamic business.
• Perform first level review of tax returns, Schedule K-1s, workpapers, and supporting schedules prepared by external advisors, summarizing and flagging items for Tax Manager review
• Assist in maintaining the tax compliance calendar, trackers, and supporting documentation across all entities, proactively flagging deadlines for annual filings, registrations, and tax notices to ensure timely, accurate compliance
• Help coordinate the collection, tracking, and review of tax documents and related investor requests
• Prepare ad-hoc special projects and tax-related requests from various investors with accuracy and timeliness
• Support tax process improvement through automation, documentation, and internal knowledge to increase efficiency
• Assist with researching tax issues and regulatory changes relevant to existing and future funds
• Provide support to the Fund Accounting team on various tasks during the off-peak tax season

Requirements

• 1–3 years of tax experience, preferably at a Big 4 or national accounting firm
• Strong working knowledge of federal and state income tax compliance for partnerships (Form 1065) preferred; corporate (Forms 1120) experience is a plus

Strong understanding of partnership taxation and related reporting

Experience with both onshore (U.S.) and offshore (Cayman) fund structures is a plus

Strong abilities in Microsoft Excel

Bachelor’s degree in Accounting, Tax, Finance, Economics, or a related field

Authorization to work in the United States

“Friends of Voleon” Candidate Referral Program

If you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the

Voleon Referral Bonus Program

Equal Opportunity Employer

The Voleon Group is an Equal Opportunity Employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.