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HedgeServPosted 2 months ago

Tax Sr. Associate

HybridDallas, Texas, United States or Raleigh, North Carolina, United States

Full TimeSenior LevelBachelors DegreeLarge

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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