• Bachelors degree in Accounting or other relevant field required.
  • Masters degree in Accounting or Taxation preferred.


  • More than one (1) year of prior tax experience required
  • Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds preferred
  • Proficiency in the taxation of partnerships preferred


  •  Working towards CPA, CFP, Masters in Tax, or JD


  • Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat preferred
  • Experience with tax research databases preferred
  • Proficient in tax compliance process software preferred

Other Knowledge, Skills & Abilities:

  • Solid oral and written communication skills
  • Able to follow instructions as directed by members of Tax Team
  • Takes appropriate actions without being asked
  • Seeks advice of appropriate superiors regarding issues, problems related to compliance

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