Tax Senior Associate - Asset Management & Fund Services jobs in United States
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Bennett Thrasher · 4 days ago

Tax Senior Associate - Asset Management & Fund Services

Bennett Thrasher is a premier provider of professional tax, assurance, and consulting services to businesses and high net worth individuals. They are seeking a Tax Senior Associate with a strong background in Asset Management and Fund Services to provide high-value tax compliance and consulting services across a diverse portfolio of asset managers, venture capital firms, and private equity funds.

ConsultingInformation Technology
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Prepare and review complex partnership tax returns, including tiered structures and multi-state filings
Lead preparation of Schedule K-1s and ensure accurate reporting for fund investors
Review tax returns prepared by Staff and provide detailed feedback and mentorship
Prepare and review income tax projections, quarterly estimates, and tax planning strategies for fund clients
Conduct technical tax research and draft memoranda on issues related to Section 704(b), 754 elections, carried interest, and fund structuring
Analyze book-to-tax differences and prepare supporting workpapers for fund entities
Identify and resolve tax issues related to capital contributions, distributions, and waterfall allocations
Build strong relationships with clients, serving as a trusted advisor on fund-related tax matters
Communicate professionally with federal and state tax authorities regarding notices and inquiries
Participate in training and development programs, both as a learner and a facilitator

Qualification

Partnership taxationFlow-through entitiesFund structuresVenture capital experiencePrivate equity experienceTax software proficiencyClient service skillsCPACPA eligibilityCommunicationProject management

Required

CPA or CPA eligibility required
4+ years of relevant tax experience, ideally in public accounting
Strong technical knowledge of partnership taxation, flow-through entities, and fund structures
Proficiency in tax software (e.g., GoSystems, CCH Axcess) and Excel
Excellent communication, project management, and client service skills

Preferred

Experience with venture capital, private equity, or asset management is highly preferred

Company

Bennett Thrasher

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Bennett Thrasher is the eighth largest Atlanta-based full-service certified public accounting and consulting firm.

H1B Sponsorship

Bennett Thrasher has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2022 (1)
2020 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Ken Thrasher
Co-Founder
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Richard A. Bennett
Co-Founder
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Company data provided by crunchbase