Tax Associate (235351)

Direct Hire role with our client south of Pittsburgh, PA.Workplace Type: Hybrid (3 days in office, 2 day WFH)Key ResponsibilitiesInvestment & Partnership Tax SupportServe as an internal tax associate within an investment firm, supporting tax compliance across partnership and investment entitiesAct as an internal liaison between the firm and a large public accounting firm responsible for preparing federal, state, and local tax returnsCoordinate the timely delivery of tax data, supporting schedules, and investment documentation to external tax advisorsReview completed tax returns—primarily Form 1065 and related state filings—for accuracy, completeness, and consistency with internal recordsEnsure tax positions align with partnership agreements, investment structures, and applicable tax regulationsTax Review, Oversight & Quality ControlPerform detailed reviews of partnership allocations, K-1s, K-2s and K-3s and investor-level reportingValidate tax treatment of income, expenses, capital contributions, and distributionsIdentify discrepancies or inconsistencies and collaborate with external tax providers to resolve issues prior to filingMaintain audit-ready documentation and workpapers to support filings and internal reviewEntity & Investor ReportingSupport tax compliance for entities holding private investments, including funds, partnerships, and related operating entitiesAssist in compiling tax information required for investor communications and internal reportingCoordinate preparation of 1099s and related tax reporting requirementsSupport corporate tax filings, including Form 1120, and related compliance activitiesCross-Functional CollaborationPartner closely with accounting, operations, and front-office teams to gather accurate financial and investment dataProvide tax-related support and guidance to internal stakeholdersAssist with special projects related to new investments, entity formations, restructurings, or ownership changesDeadline & Cycle ManagementManage 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 timeQualificationsBachelor's Degree in Accounting requiredCPA Preferred5+ years of tax experience with a focus on partnership taxationBackground in public accounting or private investment/asset management environmentHighly detail-oriented with strong documentation and organizational skillsDesire for long-term stability within an investment-focused organizationCompensation & BenefitsCompetitive Base Salary based on experienceDiscretionary year-end bonusExceptional Benefits Package