2027 StepStone Tax Summer Analyst
$62,400–$62,400 year
HybridLa Jolla, California, United States
Job Summary
Compile and distribute tax withholding forms, assist with FATCA/CRS reporting reviews, and verify partner data inputs for accurate K-1 reporting. Create a database of LP questions and standard responses for Investor Services, communicate with IRS and state jurisdictions to resolve credit issues, and coordinate information sharing between Fund Accounting and tax vendors for tax estimates. Support the tax team by responding to internal and external stakeholder requests and completing ad hoc projects aligned with the Firm's broader needs. This summer internship offers mentorship from experienced professionals and exposure to real-world tax processes within a collaborative team culture focused on learning and professional development.
Required Qualifications
- Undergraduate student currently pursuing a degree in Accounting, Finance or Taxation
- 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
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