Pittsburgh
Job Description TAX ASSOCAITE Direct Hire role with our client south of Pittsburgh, PA. Workplace Type: Hybrid (3 days in office, 2 day WFH) Key Responsibilities Investment & Partnership Tax Support • Serve as an internal tax associate within an investment firm, supporting tax compliance across partnership and investment entities, • Act as an internal liaison between the firm and a large public accounting firm responsible for preparing federal, state, and local tax returns, • Coordinate the timely delivery of tax data, supporting schedules, and investment documentation to external tax advisors, • Review completed tax returns—primarily Form 1065 and related state filings—for accuracy, completeness, and consistency with internal records, • Ensure tax positions align with partnership agreements, investment structures, and applicable tax regulations Tax Review, Oversight & Quality Control • Perform detailed reviews of partnership allocations, K-1s, K-2s and K-3s and investor-level reporting, • Validate tax treatment of income, expenses, capital contributions, and distributions, • Identify discrepancies or inconsistencies and collaborate with external tax providers to resolve issues prior to filing, • Maintain audit-ready documentation and workpapers to support filings and internal review Entity & Investor Reporting • Support tax compliance for entities holding private investments, including funds, partnerships, and related operating entities, • Assist in compiling tax information required for investor communications and internal reporting, • Coordinate preparation of 1099s and related tax reporting requirements, • Support corporate tax filings, including Form 1120, and related compliance activities Cross-Functional Collaboration • Partner closely with accounting, operations, and front-office teams to gather accurate financial and investment data, • Provide tax-related support and guidance to internal stakeholders, • Assist with special projects related to new investments, entity formations, restructurings, or ownership changes Deadline & Cycle Management • Manage multiple tax cycles and filing deadlines, including:, • Primary partnership deadlines (March 15), • Extended filings and peak activity periods (August–September), • Track filing status across multiple entities to ensure all returns are completed accurately and on time Qualifications • Bachelor's Degree in Accounting required, • CPA Preferred, • 5+ years of tax experience with a focus on partnership taxation, • Background in public accounting or private investment/asset management environment, • Highly detail-oriented with strong documentation and organizational skills, • Desire for long-term stability within an investment-focused organization Compensation & Benefits • Competitive Base Salary based on experience, • Discretionary year-end bonus, • Exceptional Benefits Package