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 s…