About this position
Job Description
A research-intensive investment firm deploying capital across public and private markets on behalf of endowments, foundations, family offices and pensions, is hiring a Tax Associate to join a lean team. This is a broad-exposure seat spanning both hedge fund and private equity structures, working closely with the CFO, operations, and fund accounting teams in a compliance-heavy role that also touches tax planning and trade efficiency.
\nWhat you'll do:
\n- \n
- Review and coordinate federal, state, and international tax compliance for investment funds, management entities, and related vehicles \n
- Review partnership tax returns, K-1s, tax workpapers, investor reporting, and supporting schedules \n
- Analyze tax treatment of complex investments — private equity, hedge fund strategies, derivatives, structured products, credit, and pass-through entities \n
- Evaluate new investments from a tax perspective, including entity and transaction structuring \n
- Partner with external tax advisors and internal investment, legal, accounting, and operations teams on compliance and transaction matters \n
- Support tax due diligence on acquisitions, dispositions, restructurings, and other significant transactions \n
- Monitor tax developments and assess their impact on the firm's investment activities and fund structures \n
- Assist with investor tax reporting and respond to tax questions from internal stakeholders and investors \n
- Review tax provisions in deal documentation and flag issues for escalation \n
What we're looking for:
\n- \n
- 4–7 years of tax experience, ideally Big 4 tax manager-level or a strong combo background; PwC experience is a plus \n
- Solid grounding in a combination of wash sales, straddles, and hedge fund taxation; fund allocation experience is a plus \n
Location and commute
435 E Hawley St, Mundelein, IL 60060.
Plan your route with Google Maps. Travel times and transportation options vary; confirm the work location with the employer before commuting.
How to apply
Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-3189022414.