Tax Senior Associate (Institutional)

Location: Hybrid in New York City, NY or San Francisco, CA

Company

hirify.global's tax team supports institutional fund clients and is developing a technology-enabled workflow for institutional tax compliance.

What you will do

• Prepare and review partnership returns and Schedules K-1 for institutional venture capital and private equity funds.
• Perform book-to-tax adjustments using fund trial balances and financial statements.
• Import and validate partner allocation schedules and capital account rollforwards.
• Reconcile prior-year returns and data for funds migrating from other administrators.
• Prepare multi-state, composite, and foreign partner withholding filings, and answer institutional GP and LP questions about timing, estimates, and K-1 details.
• Test platform functionality with Engineering, report issues, and identify opportunities to improve processes through AI and automation.

Requirements

• 2–4 years of partnership tax experience, ideally with institutional venture capital or private equity funds.
• Experience preparing Forms 1065 and Schedules K-1 from trial balances.
• Working knowledge of book-to-tax adjustments and partnership allocations.
• Familiarity with multi-state and foreign partner reporting, including Forms 1042 and 8804/8805.
• Clear, professional communication with institutional clients.
• Curiosity about existing processes and willingness to use AI and automation to improve them.

Nice to have

• CPA, EA, or progress toward obtaining one.

Culture & Benefits

• Hybrid work based in New York City or San Francisco.
• Work in a growing tax team with a workflow that is still being defined.
• Collaboration with tax, Engineering, and fund accounting teams.
• Benefits are provided through hirify.global.