Senior Associate, Fund Tax
Partners CapitalHighlight
Summary
About the Role
About You
- Degree in Finance, Tax, Accounting, Business Administration, or a related field. A professional qualification (e.g., CPA) is preferred.
- Minimum of 3 years’ experience working with private funds in the financial services industry.
- Strong understanding of registered fund and alternative vehicles and their investors, including regulatory and tax reporting requirements.
- Knowledge of FATCA, CRS, and ECI regulations.
- Exceptional attention to detail and analytical/problem-solving abilities.
- Comfort with data analysis and strong technical acumen, specifically in Microsoft Excel.
- Big 4 experience.
- Familiarity with tax filing requirements for various entity types.
- Experience with Power BI.
- Strong project management skills.
Benefits
- Competitive compensation with performance-based incentives.
- Comprehensive benefits package including medical, dental, and vision insurance.
- Short and long-term disability insurance and life insurance.
- Flexible spending accounts and commuter benefits.
- Paid time off and a 401(k) plan with employer matching.
- Support for professional certifications such as CFA and CAIA.
- Opportunities for professional development and career progression.
Founded in 2001, Partners Capital is an Outsourced Investment Office acting for distinguished endowments and foundations, senior investment professionals and prominent families across the globe. With $65B in assets under management, the firm constructs customised investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes. The firm employs more than 360 people across its eight offices located in London, Paris, Boston, New York, San Francisco, Dallas, Hong Kong and Singapore. Disclaimer: Past performance is not indicative of future returns. For important disclosures please visit https://partners-cap.com/regulatory-disclosures/ Partners Capital LLP: 5 Young Street, London, W8 5EH, United Kingdom Partners Capital Investment Group LLP: 600 Atlantic Ave, 30th Floor Boston, MA 02210, USA Partners Capital Investment Group (Asia) Pte Ltd: 50 Raffles Place, Level 13, Singapore Land Tower, Singapore 048623 Partners Capital Asia Limited: 10/F Champion Tower, 3 Garden Road, Central, Hong Kong. Partners Capital Europe S.A.S: 82 avenue Marceau, 75008 Paris, France Partners Capital Investment Group LLP: 640 Fifth Avenue, 21st Floor, New York, NY 10019, USA Partners Capital Investment Group LLP: 3 Embarcadero Center, Suite 2360, San Francisco, CA 94111, USA