The Opportunity:The Associate will serve as one of the primary operational contacts for funds. The candidate must have an understanding of partnership tax and compliance. In addition, the position requires assisting the team with assigned duties and organizing special projects. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.
Responsibilities:- Coordinate and over-see third-party tax service providers utilized by the funds
- Review of tax return compliance provided by tax service providers, including manage timely completion of tax returns, K-1 delivery and payments
- Support compliance with global investor tax reporting for FATCA and CRS, ensuring accurate documentation, ongoing monitoring, and proactive remediation of compliance requirements as well as review filings in each jurisdiction
- Manage tax calendars to ensure tax return compliance is timely filed
- Act as tax liaison with outside tax advisors, consultants, auditors, and fund administrators
- Coordinate with internal/external departments to ensure that tax issues, positions, policies and guidelines are documented and implemented correctly and consistently across all funds
- Assist with investor requests and inquiries
- Prepare and maintain tax explanations for investing entities
Qualifications:Must-haves:- Bachelor's degree in accounting, finance or related discipline.
- 4+ years of related fund tax accounting or tax compliance experience including peer reviewing and interacting with outside service providers
- Experience with reviewing partnership agreements, carried interest calculations and Forms: 1065, 1120, 1120-F, 1042 and 8804
- Strong working knowledge of the private investment fund industry and technical experience including closed end fund Limited Partnership Agreements, investment structures, tax allocations and carried interest provisions, federal withholding rules, state and local compliance, and international provisions
- Demonstrated ability to multitask in a dynamic, fast-paced environment while effectively managing and prioritizing competing demands.
- Excellent oral and written communications, analytical and organizational skills are required
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Nice-to-haves:- Demonstrated ability to identify and recommend process improvements.
- Willingness to take initiative, ask thoughtful questions, and contribute ideas to improve team processes
- Eagerness to take ownership of assigned tasks and contribute to team goals
- CPA/MST/MACC/MBA.
BenefitsAt Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring. To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your CareerTuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & CommunityFor our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial WellbeingHamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
