Tax Sr. Associate
HybridDallas, Texas, United States or Raleigh, North Carolina, United States
Job Summary
Senior Tax Associate at HedgeServ supporting tax reporting for hedge fund/private equity clients. Responsibilities include preparing partnership tax allocations with aggregate methodology, monthly tax-compliant trial balances, and U.S. tax analysis of transactions (wash sales, Section 1256, 1092, OID, market discount, derivatives, UBTI), liaising with external tax advisors, and handling special projects. Requires a bachelor’s degree in accounting, 2+ years of relevant experience, CPA eligibility, and strong Excel/Word proficiency; candidates should be detail-oriented and reliable. The role involves interaction across global offices and clients with a focus on client relationships and using HedgeServ’s tax platform.
Required Qualifications
- Bachelor’s degree in Accounting
- 2+ years of experience in relevant position
- Eligible to take the Uniform CPA Examination (CPA designation a plus)
- Proficient in Excel and Word
- Detail-oriented, organized
- Punctual, meticulous and reliable
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