Tax Operations Senior Associate

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Tax Operations Senior Associate based in the United States.

This is an exciting opportunity for a detail-oriented tax operations professional to help support and optimize tax compliance processes within a modern investment platform. In this role, you will combine technical tax expertise with operational execution to manage tax documentation, withholding, and reporting across a large portfolio of funds and investors. Working alongside tax, accounting, operations, engineering, and cross-functional teams, you will contribute to scalable process improvements and automation initiatives. This position is ideal for someone who enjoys solving complex operational challenges, thrives in a fast-paced environment, and is passionate about leveraging technology to improve efficiency and accuracy.

Accountabilities: Execute tax operations workflows involving tax documentation, withholding, intermediary allocations, and year-end information reporting.

Prepare, review, and reconcile tax withholding calculations to ensure compliance with applicable regulations and reporting requirements.

Manage tax documentation, including Forms W-8, W-9, W-8IMY, 1099, 1042-S, and 8805, ensuring accuracy and timely processing.

Investigate and resolve tax notices by conducting research, gathering supporting documentation, and coordinating with internal stakeholders.

Monitor tax reporting deadlines, identify exceptions, and escalate compliance risks when necessary.

Collaborate with tax, fund accounting, operations, engineering, and offshore teams to support daily tax operations and continuous process improvements.

Document operational procedures, participate in system testing, and contribute to automation and workflow optimization initiatives.

Identify opportunities to improve operational efficiency through technology, process enhancements, and scalable solutions.

Requirements

2–5 years of experience in tax operations, fund administration, public accounting, financial services, or a related tax environment.

Strong knowledge of U.S. tax documentation, withholding, and information reporting processes.

Experience working with tax forms such as W-8, W-9, W-8IMY, 1099, 1042-S, and 8805.

Excellent attention to detail and experience performing highly accurate, process-driven work.

Strong analytical and problem-solving skills with the ability to investigate and resolve operational issues independently.

Ability to manage multiple priorities and meet deadlines in a dynamic, fast-paced environment.

Excellent written and verbal communication skills with the ability to collaborate effectively across cross-functional teams.

Interest in continuous improvement, automation, and leveraging AI or technology to streamline operational processes.

CPA, Enrolled Agent (EA), or progress toward obtaining a professional tax credential is preferred.

Benefits

Fully remote position available across the United States.

Opportunity to work with an innovative investment operations platform supporting thousands of funds and investors.

Collaborative, remote-first culture focused on continuous learning and operational excellence.

Exposure to cross-functional teams spanning tax, accounting, engineering, and operations.

Opportunities to contribute to automation, technology adoption, and process innovation.

Comprehensive employee benefits designed to support personal well-being and professional growth.

Inclusive workplace committed to diversity, equity, and equal employment opportunity.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1