AI Summary

Prepare and perform first-level reviews of complex Federal and State partnership tax returns for hedge funds and private equity funds. Conduct detailed tax analyses, manage K-1 reporting, and ensure accurate book-to-tax income reconciliations.
Job Title: Tax Associate – Federal & State Partnership Tax (Remote)
Job Description

This role focuses on preparing and performing first-level reviews of complex Federal and State partnership tax returns, with a primary focus on hedge funds, private equity funds, funds of funds, and other investment partnerships. You will work extensively with GoSystems RIA and Microsoft Excel, support tax compliance and planning, and collaborate closely with team members in a fully remote environment.

Responsibilities

  • Prepare and conduct first-level review of Federal and State partnership tax returns using GoSystems RIA.
  • Calculate foreign tax withholding amounts and prepare all related tax forms and supporting schedules.
  • Prepare quarterly tax estimates and year-end tax projections for partnership entities.
  • Prepare book-to-tax income reconciliations and ensure accuracy between financial and tax reporting.
  • Collaborate with staff in the preparation of tax workpapers to support tax returns and related filings.
  • Perform detailed tax analyses, including wash sales, constructive sales, straddles, market discount, and swaps (bullet and notional principal contracts).
  • Prepare and review K-1 summary analyses to ensure accurate partner-level reporting.
  • Collect, organize, and review documentation required to support tax return filings and tax positions.
  • Research relevant tax laws, regulations, and rulings to determine the proper tax treatment of complex issues.
  • Analyze company financial statements to identify tax implications and ensure accurate tax reporting.
  • Support tax compliance and planning efforts related to alternative investments, including private equity, hedge funds, funds of funds, and other investment partnerships.
  • Prioritize tasks, manage multiple assignments, and help guide team members to meet deadlines and deliver high-quality work.
  • Communicate effectively with internal stakeholders to clarify issues, resolve questions, and ensure alignment on tax positions.
Essential Skills
  • Minimum 2 years of partnership tax experience with a primary focus on hedge funds, private equity funds, funds of funds, or other investment partnerships.
  • Hands-on experience preparing and reviewing Federal and State partnership tax returns.
  • Strong knowledge of tax compliance for alternative investments, sometimes referred to as alternative tax.
  • Proficiency with GoSystems RIA tax software.
  • Advanced Microsoft Excel skills, including working with complex spreadsheets and large data sets.
  • Demonstrated experience performing tax analyses such as wash sales, constructive sales, straddles, market discount, swaps (bullet and NPC), and K-1 summary analyses.
  • Ability to research and interpret tax laws, regulations, and rulings to support tax positions.
  • Strong analytical and problem-solving skills with the ability to work under tight deadlines.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Proven ability to set priorities, manage multiple tasks, and maintain a high level of organization and attention to detail.
  • Ability to work effectively as a team player in a collaborative environment.
  • Bachelor’s degree required.
Additional Skills & Qualifications
  • Experience with aggregate allocations and layering in partnership allocations is a plus.
  • Knowledge of foreign reporting requirements is a plus.
  • Investment partnership tax experience may be accepted in lieu of direct hedge fund, private equity, or fund of funds tax experience.
  • Experience with tax analysis, tax return preparation, and tax software in a large-scale or complex organizational environment.
  • Comfort working in a fully remote setting, leveraging virtual collaboration tools.
  • Strong time-management skills to support an indefinite contract assignment expected to run through late September.
Work Environment

This is a fully remote position within a large-scale organization, offering the flexibility to work from your home office. All necessary equipment is provided to enable you to perform your duties effectively. You will work with GoSystems RIA and Microsoft Excel as your primary tools, collaborating with colleagues through virtual communication and project management platforms. The role follows a professional work schedule with a focus on meeting tax filing deadlines and delivering high-quality work products in a deadline-driven environment. The assignment is structured as an indefinite contract, with the current expectation that it will extend through late September.

Job Type & Location

This is a Contract position based out of Windsor, CT.

Pay and Benefits

The pay range for this position is $35.00 - $90.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully remote position.

Application Deadline

This position is anticipated to close on Jul 30, 2026.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

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