2027 StepStone Tax Summer Analyst

StepStone Group; San Diego (CA); On-site; USD 39,000 - 44,000; Part time

Job summary

StepStone Group is seeking a Tax Summer Analyst to support the tax compliance and reporting functions across asset classes. This internship offers exposure to real-world tax processes, mentorship, and impactful projects.

You will work with the tax team, compiling withholding forms, reviewing FATCA/CRS reporting, and coordinating with Investor Services and vendors. This role is based in La Jolla/NY office with a collaborative environment.

Qualifications

• Undergraduate student pursuing a degree in Accounting, Finance or Taxation
• Strong organizational skills and attention to detail
• Must be eligible to work in the U.S. without visa sponsorship
• Graduating December 2027 to Summer 2028
• GPA of 3.2 or above
• High proficiency in MS Word, PowerPoint and Excel
• Demonstrated academic success
• Excellent written and verbal communication skills
• Team player with strong work ethic

Responsibilities

• Compiling and distributing tax withholding forms
• Assisting with FATCA/CRS reporting
• Reviewing partner data inputs from Investor Services for accurate K-1 reporting
• Creating a database of LP questions and standard responses for Investor Services
• Communicating with the IRS and state jurisdictions for credits and issues
• Coordinating information between Fund Accounting and tax vendors for tax estimates
• Performing other ad hoc projects for the Firm

Skills

MS Word

PowerPoint

Excel

Organizational skills

Attention to detail

Written and verbal communication

Team player

Education

Accounting, Finance or Taxation

Tools

MS Word

Excel

PowerPoint

Job description

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

The team you’ll join

The StepStone Tax Team is responsible for tax compliance and reporting across all asset classes at the fund level. The team is based in La Jolla, with some members working out of the New York office. We work closely with outside vendors including EY, PwC and Deloitte.

About The Role

As a Tax Summer Analyst you’ll be part of a collaborative and high-performing team that supports StepStone’s tax compliance and reporting functions. This internship is designed to provide meaningful exposure to real-world tax processes, mentorship from experienced professionals, and the opportunity to contribute to impactful projects.

Application deadline: September 25, 2027.

What You’ll Do

Tax Summer Analysts will be responsible for supporting the activities of the tax team in reviewing tax deliverables, responding to requests from internal and external stakeholders and participating in tax related projects.

Key Responsibilities

• Compiling and distributing tax withholding forms
• Assisting with the review of FATCA/CRS reporting
• Reviewing partner data inputs from Investor Services to ensure accurate reporting on the K-1s
• Creating a database of LP questions and standard responses to provide to Investor Services
• Communicating with the IRS and state jurisdictions to confirm available credits and resolve issues
• Coordinating the sharing of information between Fund Accounting and the tax vendors for the preparation of tax estimates
• Performing other ad hoc projects that reflect the broader needs of the Firm

What We’re Looking For

• Undergraduate student currently pursuing a degree in Accounting, Finance or Taxation
• Strong organizational skills and attention to detail
• Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future
• Graduate in December 2027 to summer 2028
• GPA of 3.2 or above
• High proficiency in MS Word, Power Point and Excel
• Demonstrated track record of academic success
• Excellent written and verbal communication skills
• Team player and strong work ethic

Why join us?

At StepStone, we foster a supportive and inclusive team culture where collaboration and learning are the core of what we do. Our collegial atmosphere encourages teamwork, mentorship, and professional development. This internship is a great opportunity to gain practical experience and develop critical skills that will help you launch a successful career.

Salary: $30 / hour

The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees.

At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.

As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.

Candidates must be at least 18 years old to apply.

Developing People at StepStone