Tax Operations Senior Associate

Accountabilities Execute tax operations workflows involving tax documentation, withholding, intermediary allocations, and year-end information reporting. Prepare, review, and reconcile tax withholding calculations to ensure compliance with applicable regulations and reporting requirements. Manage tax documentation, including Forms W-8, W-9, W-8IMY, 1099, 1042-S, and 8805, ensuring accuracy and timely processing. Investigate and resolve tax notices by conducting research, gathering supporting documentation, and coordinating with internal stakeholders. Monitor tax reporting deadlines, identify exceptions, and escalate compliance risks when necessary. Collaborate with tax, fund accounting, operations, engineering, and offshore teams to support daily tax operations and continuous process improvements. Document operational procedures, participate in system testing, and contribute to automation and workflow optimization initiatives. Identify opportunities to improve operational efficiency through technology, process enhancements, and scalable solutions. Requirements 2–5 years of experience in tax operations, fund administration, public accounting, financial services, or a related tax environment. Strong knowledge of U.S. tax documentation, withholding, and information reporting processes. Experience working with tax forms such as W-8, W-9, W-8IMY, 1099, 1042-S, and 8805. Excellent attention to detail and experience performing highly accurate, process-driven work. Strong analytical and problem-solving skills with the ability to investigate and resolve operational issues independently. Ability to manage multiple priorities and meet deadlines in a dynamic, fast-paced environment. Excellent written and verbal communication skills with the ability to collaborate effectively across cross-functional teams. Interest in continuous improvement, automation, and leveraging AI or technology to streamline operational processes. CPA, Enrolled Agent (EA), or progress toward obtaining a professional tax credential is preferred. Benefits Fully remote position available across the United States. Opportunity to work with an innovative investment operations platform supporting thousands of funds and investors. Collaborative, remote-first culture focused on continuous learning and operational excellence. Exposure to cross-functional teams spanning tax, accounting, engineering, and operations. Opportunities to contribute to automation, technology adoption, and process innovation. Comprehensive employee benefits designed to support personal well-being and professional growth. Inclusive workplace committed to diversity, equity, and equal employment opportunity.