Tax/Audit Intern at Ascend Advisors gaining hands - on experience in taxation and auditing. Assisting in client interactions, project management, and engagement quality assurance.
About the role
- Senior Associate managing tax compliance for private equity funds at SS&C, reviewing tax returns and mentoring junior associates in tax reporting processes.
Responsibilities
- Review and prepare federal and state tax returns for private equity funds, management companies, and related entities.
- Analyze partnership agreements to determine proper tax treatment of complex transactions.
- Manage tax compliance and reporting processes for private equity clients, ensuring accuracy and timeliness.
- Research and interpret complex tax regulations and communicate findings to internal and external stakeholders.
- Collaborate with fund accounting teams to reconcile tax and financial data.
- Support clients and partners during audits, responding to inquiries and preparing documentation.
- Mentor and review work of junior associates to support their professional development.
- Identify opportunities to improve processes, automate workflows, and enhance accuracy in tax reporting.
- Interact directly with clients to gather information, address inquiries, and provide proactive tax guidance.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field; CPA or progress toward CPA preferred.
- 2+ years of public accounting or private equity/hedge tax experience.
- Strong understanding of partnership taxation and related reporting requirements.
- Experience preparing and reviewing Forms 1065, K-1s, and related schedules.
- Familiarity with private equity structures and investment types (e.g., portfolio companies, carried interest, management fees).
- Proficiency with tax compliance software (e.g., GoSystem, CCH Axcess, or similar) and Microsoft Excel.
- Excellent analytical, problem-solving, and organizational skills.
- Strong communication skills and ability to work collaboratively across teams.
- Client-facing experience with the ability to build and maintain professional relationships.
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel, and more!
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